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Sweden - Financial analysis software package - Procurement of Behavioural Analysis System for Performance Attribution and Evaluation of Investment

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Summary

Machine-generated summary

The Swedish Pensions Agency (Pensionsmyndigheten), acting on behalf of the Swedish Fund Selection Agency (FTN), is procuring a behavioural analysis system for performance attribution and evaluation of investments. The service provides analysis of investment decisions and outcomes in funds based on transaction and portfolio data, including assessment of portfolio managers' investment processes and attribution of generated alpha. It includes system access, delivery of analysis by the supplier, and support for FTN's use of the analysis. Suppliers may express interest by submitting a request for participation. No estimated value or deadline is stated in the notice.

Description

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. .

Official source

Source: TED - Tenders Electronic Daily (Publications Office of the EU)

Always verify details on the official notice.

Last verified against TED - Tenders Electronic Daily (Publications Office of the EU) 1 month ago

More from this buyer

Full buyer profile

This buyer has no award history in this sector yet. Usual winners, Software & IT systems - Sweden

Company Wins Total awarded Last win
Atea Sverige AB 8 €4.9M Jun 2026
Tietoevry AB 6 €14.2M Jul 2026
CGI Sverige AB 5 €14.8M May 2026
ProReNata AB 5 €2.7M Jun 2026
Matilda FoodTech AB 5 €2.0M Feb 2026

Based on 141 awards with a linked company profile over the last 2 years.

Change history

Every time an official source republished this notice with different content. We watch every source we index, including regional copies of the same notice.

  1. Read before bidding
    • Title: "Sweden - Financial analysis software package - Procurement of Behavioural Analys..." to "Sweden – Financial analysis software package – Procurement of Behavioural Analys..."
    • Estimated value: Set to €454,856
    • Estimated value: Set to €5,000,000

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Market context

Avg. open tender · Software & IT systems
€58,743,034
2,640 open across Europe right now 99% below sector average
Buyer track record on Aperlena
3 notices tracked · 0 awarded

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