Procurement

Fourth Swedish National Pension Fund is a government enterprise and is therefore subject to compliance with the Swedish Public Procurements Act. This page contains information about the Fund´s procurements.

 

Finalised procurement of Global Custody Services, Dnr 2010/0037

The fourth Swedish National Pension Fund has initiating a procurement regarding global custody services and related services. The procurement was subject to both Swedish and Foreign securities. The overall objective of the procurement was to find a custodian that can offer global custody services that meet the Fund’s high standards of services.
>>Full award notice  

TED  number 2012-095469

For further information please contact:
COO Agneta Wilhelmson Kåremar, agneta.karemar[at]ap4.se
 

 

Finalised Public Procurement of Passive Global Equities Mandate, Dnr 2011/33

Award of tender: May 10th, 2012

In the public procurement of Passive Global Equities Mandate, announced on July 1st, 2011, Fjärde AP-fonden has appointed the following three Investment Managers:

  • Blackrock Investment Management (UK) Limited
  • Northern Trust Global Investment Limited
  • State Street Global Advisor Limited

 

Finalised procurement regarding framework agreements for analysis of environmental, social and ethical aspects including advice

The First, Second, Third and Fourth AP Funds (AP1, AP2, AP3 and AP4) have, for the purpose of supporting the work of the joint Ethical Council, decided to sign framework agreements with Ethix SRI Advisors, GES Investment Services, Northwest & Ethical Investments and Sustainalytics for the possibility of delivering analysis concerning environmental, social and ethical aspects and advice.

The framework agreements will be signed by each Fund separately. In addition to the decision to sign framework agreements, for the purpose of supporting the work of the joint Ethical Council, with above mentioned suppliers, each Fund might also have decided to sign other framework agreements for their own operations.
>>Full award notice  

For further information please contact:
Annika Andersson Phone:+46 8 787 75 69
annika.andersson[at]ap4.se 

 

Finalised procurement of a Global Voting Service.

The First to Fourth AP Funds (The Funds) have carried out a procurement of a Global Voting Service.   After extensive evaluation of different suppliers and their systems, we have decided to award Manifest Information Services Limited the contract.   The tender is now closed.   The reasons why the Funds selected Manifest:  
  • High quality of the analyses.
  • Voting recommendations tailored to the voting policy of each specific customer.
  • A system that allows for management of the entire voting process from notification to post event vote reporting through a single platform.
  • The most economically beneficial system with the lowest total cost.

Finalised procurement for external management of Pacific equities

Procurement of external management of Japan equities and Pacific excl Japan equities or a combination of the two, announced on June 25, 2007, in Tender Electronic Daily (TED),  the European database for public procurements. Deadline for applications is August 9, 2007. Total value of assets to be managed is EUR1.5 Billion. The procurement is expected to be finalized during spring 2008. 

Award of tender: October 15, 2008 (Dnr 2007/0098)

In the procurement of Pacific equities management, announced on June 25, 2007, Fjärde AP-fonden has appointed the following managers.

Appointed managers (in alphabetical order):

• Absolute Asia Asset Management Ltd (Natixis)
• AllianceBernstein Ltd
• APS Asset Management Pte Ltd
• Capital International Ltd
• DIAM International Ltd
• Fidelity International Ltd
• JPMorgan Asset Management
• Schroders Plc

The appointment implies that these mangers are approved by Fjärde AP-fonden. Decision on funding of mandates will be made separately.

The basis for the selection of managers comprise of the evaluation of fees, process, team,   performance and risk. Also taken into consideration is Fjärde AP-fonden’s need for diversification of investment style, focus and risk.

 

Finalised procurement passive global equities mandate

Procurement for passive global equities mandate. AP4 is a buffer fund in the Swedish public pension system. Fund assets are approximately EUR 20 billion of Which currently EUR 3 billion is allocated to global passive equities. Deadline for applications is March 10, 2008. The procurement is expected to be finalised during spring 2008.

For more information please read enclosed pdf:
>>ProcurementPassiveglobalequitiesmandateAP4.pdf

Award of tender: September 1, 2008 (Dnr 2008/0007)

In the procurement of global passive equities management, announced on January 31, 2008, Fjärde AP-fonden has appointed the following three investment managers:

* Barclays Global Investors

* BlackRock Asset Management

* State Street Global Advisors

The appointment implies that these managers are approved by Fjärde AP-fonden. Decision on funding of mandates will be made separately.