The Swedish Fund Selection Agency gives notice of the procurement of US- and North America funds

Today, there are ten actively managed and six passively managed U.S. and North American equity funds on the premium pension platform, with total assets of approximately SEK 12 billion and SEK 29 billion, respectively. The Swedish Fund Selection Agency intends to procure up to four funds in each category. The procurements will affect around 237.000 premium pension savers*.

“US and North American markets constitute the largest equity market in the world and are a central component of many people’s long-term savings. It is important that pension savers are given access to this market, not least from a freedom-of-choice perspective. Through the upcoming procurement, we aim to strengthen the conditions for achieving good long-term returns for savers”, says Erik Fransson, Executive Director at FTN.

The procurements of the actively managed funds and the passively managed funds will be carried out separately and in parallel.

The fund agreements for concerned funds currently on the platform will be terminated. However, the funds will remain available for trading until the procurement has been completed and new fund agreements have been concluded.

Important information for tenderers:

• Deadline for submission of tenders: 22 April 2026, 23:59 (CET)
• Place of submission: the procurement platform e-Avrop External link.
• Tender fee must be paid when the tender is submitted
• Questions about the procurement must be submitted via e-Avrop
  no later than: 8 April 2026
• Answers to questions will be published on an ongoing basis until: 16 April 2026
• More information and procurement documentation can be found here.

In order for a tender to be evaluated, both the fund and the fund manager must meet the requirements set out in the procurement documents as well as the conditions applicable to fund agreements with the Fund Selection Agency. Tenders must be complete and correctly submitted.

All tenderers are treated equally. This means that no information regarding the procurement is provided separately to individual parties.

Please note that documents received by an authority, such as tenders, are public documents and may therefore be disclosed in their entirety if someone requests access to them. However, information protected by confidentiality is not disclosed. It is therefore important that the fund manager clarifies which parts of the material submitted in the tender should be covered by confidentiality and describes in what way the fund manager would suffer harm if the information were disclosed. However, FTN will make an independent confidentiality assessment, which in turn may ultimately be reviewed by a court.

*Data about the fund category as of 2025-12-31. There is no guarantee that the procured volume will correspond to the current volume or number of pension savers.