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Request for information Due Diligence system( VER 2025-196 ) Begäran om information 2025-06-20
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Pensionsmyndigheten 2025-05-23 (2025-05-23 14:48:28 ) 2025-06-06
CPV-kodning
48441000: Programvara för finansiell analys
48442000: Programvara för finansiella system
Omfattning
Fondtorgsnämnden, FTN, is a Swedish board authority, with the Swedish Pensions Agency as host authority. FTN procures, reviews and quality-assures the funds in the Swedish premium pension system in order to make funds of high quality available to all pensions savers in Sweden and to cater for a safer and higher pension for the pension savers.
 
The mandate given to FTN is twofold, to procure the funds for the premium pension system, and review the funds on the platform during their contract terms. A complete system for the operations would need to cover three main parts: basic CRM functionality for the fund companies and their related funds, a project management part to run the procurement projects and finally a part to monitor changes and issues related to the procured funds. All parts need to be adjusted to fund selection and fund monitoring duties in order to be suitable for the Authorities work processes.
 
The analysis platforms that FTN is interested in should be standardized and existing platforms that can be used by FTN off-the-shelf. In other words, the platform should not be created as a customer-specific platform for FTN.
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ID: 4034

Fråga

I have added a file with a list of questions from XXXX. Please also see them below:

1 Can you provide us with the approximate number of funds, managers/GPs you screen on average on an annual basis?

3 Can we attach other documents to the RFI submission? For example, an executive summary or solution overview with screenshots?

4 What are the asset classes across all funds (Traditional or Alternative / Private Equity) or both?

5 Do you use data feeds such as eVestment or MorningStar? Are there any other systems/data sources we should we aware of?

6 Can we have a user break-down between research screening users as well as monitoring DD users?

7 What is the percentatge of private markets vs. traditional markets?

8 For private market managers and funds do you collect asset level data?

9 Do you use SEC form ADV? For examples, to screen funds as a source of data.

10 What is the process for tendering?

11 Can you tell us more about the evaluation process? What are the timelines we can expect for a decision to deploy a new platform?

12 Can you provide detail about your external data sources?

13 Are there any other system integrations required in the deployment?

Svar 2025-06-10

1 Current number of funds to monitor on the platform is around 400 but the aim is to reduce this substantially. For the procurements it depends very much on the number of projects each year and how many tenders are submitted. Roughly estimate is 0-500 per year. 

 

3 Yes

 

4 At the moment we are only looking at traditional UCITS funds, hence no Hegde funds or PE. This is unlikely to change.

 

5 Yes we use eVestment and Morningstar as well as other sources and providers such as MSCI, Bloomberg, Nasdaq, SIX, Nordic Bond Pricing, InAlytics and StyleAnalytics.

 

6 FTN has around 40 employees. We do not divide the employees after access in such a way.

 

7 FTN does not procure private market structures.

 

8 FTN does not procure private market structures.

 

9 FTN only procure UCITS funds so SEC Form ADV has limited use for us.

 

10 Assuming the question refers to tendering for procurement of a Due Diligence system it is subject to whether FTN decides to launch an RFP or not. The answers submitted to the RFI will form the basis for our decision whether to go forward with a procurement and, if so, how it will be structured.

 

11 FTN will evaluate the answers from the RFI after the summer holidays and then decide how to proceed. The RFI is not a commitment from FTNs side to do a procurement.

 

12 FTN has agreements with eVestment, Morningstar, MSCI, Bloomberg, Nasdaq, SIX, Nordic Bond Pricing, InAlytics and StyleAnalytics at the moment. 

 

13 All integrations are subject to evaluation of cost and added functionality. There are no required integrations. 

 

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Annex_1_-_Requirements_SFSA_Due_Diligence_system_RFI_VER_2025-196.xlsx   2025-05-07 11:23:04
RFI_Due_Diligence_system_VER_2025-196_v1.0.pdf   2025-05-07 11:23:04