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    Procurement of Behavioural Analysis System for Performance Attribution and Evaluation of Investment

    Pensionsmyndigheten

    Procurement of Behavioural Analysis System for Performance Attribution and Evaluation of Investment

    1. Competition notice published

      May 8, 12:57 PMMay 8, 2026 12:57 PM

    2. Qualification deadline

      Jun 8, 10:00 PMJune 8, 2026 10:00 PM

    3. Tender submission deadline

      Comes with the invitation

    Brief

    Sweden: Tenders/Pensionsmyndigheten/Procurement of Behavioural Analysis System for Performance Attribution and Evaluation of Investment

    Published deadline passed

    The published deadline has passed. For multi-stage competitions a later tender deadline may still apply — check the notice or portal for the current phase.

    Qualification deadline
    Jun 9,Expired
    Procedure
    With negotiationTwo stages
    Agreement
    Buying goods
    Estimated value
    SEK 5M

    Brief

    Pensionsmyndigheten needs a Behavioural Analysis System for Performance Attribution and Evaluation of Investment, with a maximum total value of 5 million SEK. The system should provide analytical capabilities and supporting service components, including access to the system, delivery of analysis by the supplier, and support for the Swedish Fund Selection Agency's (FTN) understanding and use of the analysis. The service must enable assessment of the investment process and attribution of alpha generated by portfolio managers, including analysis of buying and selling decisions, and support verification of whether a portfolio manager’s stated investment process and decision-making framework are reflected in observed behavior and outcomes.

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    From the notice

    • Pensionsmyndigheten, the Swedish Pensions Agency, invites you to submit a request for participation in the procurement of Behavioural Analysis System for Performance Attribution and Evaluation of Investment. The Swedish Pensions Agency is the contracting authority and conducts this procurement on behalf of the Swedish Fund Selection Agency (FTN). The Service is centred around an analytical System for behavioural analysis of investment decisions and outcomes in Funds, based on transaction and Portfolio data. The Service includes both analytical capabilities and supporting service components. This comprises access to the System, delivery of analysis by the Supplier, and elements aimed at supporting FTN’s understanding and use of the analysis. The Service shall enable assessment of the investment process and attribution of the alpha generated by the Portfolio manager, including the analysis of buying and selling decisions. The Service shall support verification of whether a Portfolio manager’s stated investment process and decision-making framework are reflected in observed behaviour and outcomes, including the identification and evidence of deviations between stated processes and actual Portfolio and trading behaviour. .

    • Contact

      inkop@pensionsmyndigheten.se
    • Type
      Competition · Prequalification
    • Main code
      Financial analysis software package
      48441000
    • 48460000Analytical, scientific, mathematical or forecasting software package72316000Data analysis services

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