US and North America Equity Funds, Passive, Large and Medium Sized Companies

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 passively managed US and North America equity funds that will be offered on the Swedish premium pension fund platform. FTN intends to award up to four (4) Fund Agreements to Fund Managers that offer a Fund with primary focus on US equities, large and medium sized companies and according to a passive investment philosophy and process. 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 Passively managed US and North America equity funds with primary focus on US equities, large and medium sized companies 4 SEK 29 billion as of December 31, 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 would be subject to a Fund Agreement awarded and concluded through the 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).