Finalized procurements
2018
Finalized procurement of systems consultancy services, ref AP4 2018/23
AP4 have carried out a public procurement of systems consultancy services and decided to award FinEdge Consulting AB.
The full award notice was published: July 09, 2018
Finalized procurment of IT services: consulting, software development, Internet and support, ref AP4 2018/12
AP4 have carried out a public procurement of IT services and decided to award Ficope Risk Management AB.
The full award notice was published: July 09, 2018
Finalized procurement of web-based service regarding payroll administration, ref AP4 2018/57
AP1 and AP4 have carried out a public procurement of a web-based service regarding payroll administration and decided to award Ecit Services AB the contract.
The full award notice was published: May 04, 2018
2017
Finalized procurement of Global Voting Service, ref AP4 2017/41
The First, Second, Third and Fourth AP Funds have carried out a public procurement of a Global Voting Service and decided to award Insitituional Shareholder Services Inc (ISS) and Nordic Investor Services (NIS) the contract.
The full award notice was published: November 23, 2017
Finalized procurement for Performance Measurement Systems and Performance Attribution, ref AP4 2016/59
Fjärde AP-fonden has conducted a public procurement regarding a system for Performance Measurement and Performance Attribution and decided to award the contract to ORTEC Finance B.V.
The full award notice was published: July 13, 2017
2016
Finalized procurement regarding Platform for portfolio manager analysis, ref AP4 2016/21
AP4 has conducted a public procurement of a platform for Manager Analysis Software and decided to enter into a contract with Novus Partner, Inc.
The full award notice was published: September 30, 2016
Finalized procurement regarding Passive Global Equities Mandate, ref AP4 2015/57
AP4 has conducted a public procurement of passive Global Equities Mandate and decided to enter into a contract with BlackRock Investment Management (UK) Limited, Legal & General Investment Management Limited and State Street Global Advisor Limited.
The full award notice was published: August 30, 2016
2015
Finalized procurement regarding public procurement of software solution for alternative investments, ref AP4 2015/6
AP4 has carried out a procurement of software solution for alternative investments and decided to sign framework agreement with the Burgiss Group.
The full award notice was published: April 29, 2015
2014
Finalized procurement regardning framework agreements for analysis of enviromental, social and ethical aspects including advice, ref AP4 2014/99
AP4 has decided to sign framework agreements with Eiris, Ethix SRI Advisors, GES Investment Services, Hermes Equity Ownership Services, Solaro Sustainability Services, Sustainalytics and Vigeo for the possibility of delivering analysis concerning environmental, social and ethical aspects and advice.
The full award notice was published: November 6, 2014
2013
Finalized procurement of a Global Voting Service, ref AP2 2013/38
AP1, AP2, AP3 and AP4 have decided to procure a global voting service including advice for global voting on general meetings outside Sweden. The procurement will be carried out through a partially coordinated procedure. Since 2009 the Funds have been voting at the shareholder meetings of around 500 foreign companies. Each Fund makes its own decision in each individual company. A Swedish corporate governance consultancy administrates the votes and a UK consultancy provides the electronic voting platform. The main purpose of the procurement is to expand the global voting to more companies. The Funds intend to sign agreements with a proxy voting agency for a 3 year period.
AP2 has been assigned to advertise the procurement on behalf of the Funds (AP1, AP2, AP3 and AP4). After extensive evaluation of different suppliers and their systems, we have decided to award Institutional Shareholders Services Inc (ISS) and Nordic Investment Services (NIS) the contract. The tender is now closed.
The full award notice was published: November 28, 2013
2012
Finalized procurement of Global Custody Services, ref AP4 2010/037
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.
The full award notice was published: June 25, 2012
Finalized Public Procurement of Passive Global Equities Mandate, ref AP4 2011/33
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
The full award notice was published: May 10, 2012
2010
Finalized procurement regarding framework agreements for analysis of environmental, social and ethical aspects including advice, ref AP4 2018/59
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.
The full award notice was published: November 18, 2010
2009
Finalized procurement of a Global Voting Service, ref AP4 2009/87
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.
2008
Finalized procurement for external management of Pacific equities, ref AP4 2007/98
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.
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.
The full award notice was published: October 15, 2008
Finalized procurement passive Global Equities Mandate, ref AP4 2008/07
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.
The full award notice was published: September 1, 2008