37 dagar kvar

Upphandlingsdokument

Namn Förfarande Sista anbudsdag
Procurement Technology Funds( LUP 2025-3 ) Upphandling av fonder till premiepensionens fondtorg 2025-12-11 (e-Anbud)
Köpare Underlaget uppdaterat Sista dag för frågor
FONDTORGSNÄMNDEN 2025-10-28 2025-11-27 (elektroniskt)
CPV-kodning Anbudet bindande t.o.m
66000000: Finans- och försäkringstjänster
2026-06-09
Beskrivning

FTN is a government agency responsible for the procurement, monitoring and quality assurance of the funds offered on the premium pension fund platform. The funds offered on the platform must be suitable, cost-effective, sustainable, controllable and of high quality. FTN is an authority that is led by a council. The Swedish Pensions Agency serves as the host authority for FTN by providing administrative services. The Swedish Pensions Agency is also the insurer of the premium pension and the fund unit holder. 

 

FTN is now procuring actively managed equity funds with a primary focus on investments in large and medium-sized companies in the technology sector. The procured funds will be offered on the Swedish premium pension fund platform. FTN intends to award up to eight (8) Fund Agreements. For the full specifications for this procurement, see Annex 2, Procurement Specifications. 

 

Fund category

Number of Fund Agreements procured

Preliminary scope of the total amount managed in the procurement

Global actively managed equity fund that invests primarily in large and medium-sized companies in the technology sector.

8

SEK 153 billion as of September 30, 2025

 

The scope of the total amount managed shall not serve as a basis for the amount of capital allocated to a Fund if it is covered by a Fund Agreement awarded and concluded through procurement. 

 

The parties to the Fund Agreement will be FTN and the Fund Manager. 

 

The applicable legislation for the procurement is the Act (2022:760) on the procurement of funds for the premium pension fund platform (LUP). This act is new procurement legislation that entered into force in 2022 and applies solely to FTN’s procurement of funds for the fund platform. In all other respects, Swedish law shall be applied to this procurement and, where it takes precedence, EU law applicable in Sweden. 

 

The CPV code(s) used for this procurement relate to financial services that, as well as the procurement itself, fall outside the scope of the Directive 2014/24/EU of the European Parlament and of the Council of 26 February 2014 on public procurement and repealing Directive 2004/18/EC and the Swedish Public Procurement Act (2016:1145).

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ID: 431139

Fråga

Kommer fonder med bredare eller smalare inriktning än MSCI IT 10/40, till exempel en AI-fond med 50/50 MSCI IT/MSCI ACWI eller en fond med fokus på cybersäkerhet, tas i beaktning i denna upphandling?


Will funds with a broader or narrower focus than MSCI IT 10/40, such as an AI fund with 50/50 MSCI IT/MSCI ACWI or a fund focusing on cybersecurity, be considered in this procurement?

Svar 2025-11-04

FTN kan inte lämna några förhandsbesked. För att avgöra om Fonden uppfyller Upphandlingsspecifikationen kommer FTN att använda Fondens legala dokument och den placeringsinriktning som anges för att avgöra om Fonden uppfyller kravet på placeringsinriktning. Även Fondens innehav kommer att analyseras.

FTN cannot provide any advice in advance. To determine whether the Fund complies with the Procurement Specifications, FTN will use the Fund's legal documents and the investment policy specified therein to determine whether the Fund meets the investment policy requirement. The Fund's holdings will also be analysed.

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Dokument

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Bilaga Beskrivning
Annex 1 RFP - Bilaga 1 Anbudsunderlag16 Dokument
0. Important Information - Viktig information.clips-2025-10-28 11:37
1 Administrative Information - Administrativ information.clips-2025-10-28 11:37
10. Implementation - Implementering.clips-2025-10-28 12:57
11. Internal governance and control - Intern styrning och kontroll.clips-2025-10-28 12:57
12. Administration - Administration.clips-2025-10-28 12:57
13. Historical returns - Historisk avkastning.clips-2025-10-28 12:57
14. Fees - Avgifter.clips-2025-10-28 12:57
15. Confidentiality - Sekretess.clips-2025-10-28 14:50
2 Confirmations - Intyganden.clips-2025-10-28 11:37
3. Additional documents and information - Kompletterande dokument och information.clips-2025-10-28 14:45
4. Mandatory requirements regarding sustainability - Obligatoriska krav avseende hållbarhet.clips-2025-10-28 12:56
5. The Fund Manager - Fondförvaltaren.clips-2025-10-28 12:56
6 Investment Management - Kapitalförvaltningen.clips-2025-10-28 12:56
7. The Fund - Fonden.clips-2025-10-28 12:56
8. Investment philosophy and process - Investeringsfilosofi och investeringsprocess.clips-2025-10-28 12:56
9. Portfolio construction - Portföljkonstruktion.clips-2025-10-28 12:56
Annexes14 Dokument
Annex 1 - RFP LUP 2025-3.pdf-2025-10-28 12:58
Annex 2 - Procurement specifications LUP 2025-3.pdf-2025-10-28 12:58
Annex 3 - Exclusion grounds and mandatory requirements LUP 2025-3.pdf-2025-10-28 12:58
Annex 5 - Historical NAV, Holdings and Transactions LUP 2025-3.xlsx-2025-10-28 12:58
Annex 6 - Fund agreement LUP 2025-3.pdf-2025-10-28 12:58
Annex 7 Signing of tender LUP 2025-3.pdf-2025-10-28 12:58
Annex 8 - Confidentiality LUP 2025-3.xlsx-2025-10-28 12:58
Annex A - Price LUP 2025-3.pdf-2025-10-28 12:58
Annex A1 - LUP 2025-3.pdf-2025-10-28 12:58
Annex B - Trading LUP 2025-3.pdf-2025-10-28 12:58
Annex C - Best Practice LUP 2025-3.pdf-2025-10-28 12:58
Annex-4 - Supplementary information - LUP 2025-3.xlsx-2025-10-28 12:58
Instructions Fund Agreement LUP 2025-3.pdf-2025-10-28 12:58
Procurement Guidelines LUP 2025-3.pdf-2025-10-28 12:58
Bilagor14 Dokument
Anvisningar Fondavtal - LUP 2025-3.pdf-2025-10-28 12:58
Bilaga 1 Anbudsunderlag LUP 2025-3.pdf-2025-10-28 12:58
Bilaga 2 - Upphandlingsspecifikation LUP 2025-3.pdf-2025-10-28 12:58
Bilaga 3 - Uteslutningsgrunder och obligatoriska krav LUP 2025-3.pdf-2025-10-28 12:58
Bilaga 4 - Kompletterande information LUP 2025-3.xlsx-2025-10-28 12:58
Bilaga 5 - Historiskt NAV, innehav och transaktioner LUP 2025-3.xlsx-2025-10-28 12:58
Bilaga 6 - Fondavtal LUP 2025-3.pdf-2025-10-28 12:58
Bilaga 7 - Undertecknande av anbud LUP 2025-3.pdf-2025-10-28 12:58
Bilaga 8 - Sekretess LUP 2025-3.xlsx-2025-10-28 12:58
Bilaga A - Pris LUP 2025-3.pdf-2025-10-28 12:58
Bilaga A1 - LUP 2025-3.pdf-2025-10-28 12:58
Bilaga B - Handel LUP 2025-3.pdf-2025-10-28 12:58
Bilaga C - God sed LUP 2025-3.pdf-2025-10-28 12:58
Upphandlingsinstruktioner LUP 2025-3.pdf-2025-10-28 12:58