Scope
Description
Border to Coast has propositions within Public Listed, Private Markets, and Real Estate
asset classes that deliver investment opportunities and management to our Partner
Funds, with specific systems in place for each asset class.
As part of our strategy to offer more capabilities to our Partner Funds and a unified
approach to data within the organisation, we need to implement a platform that enables
management of, and insight into, Partner Fund cross-asset investments.
We wish to procure an investments and data platform to support the efficient and
effective implementation of these new capabilities. The platform needs to have
interoperability with our administrator and other third parties to enable reporting on the
whole customer fund and the provision of these new capabilities.
Total value (estimated)
- £25,000,000 excluding VAT
- £30,000,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 11 September 2025 to 11 September 2030
- Possible extension to 11 September 2035
- 10 years, 1 day
Main procurement category
Services
CPV classifications
- 66100000 - Banking and investment services
- 48000000 - Software package and information systems
Engagement
Engagement deadline
10 June 2025
Engagement process description
Initial discussions have taken place since November 2024, with at least 5 suppliers, to understand propositions available within the areas of interest to Border to Coast.
This has included offering overviews in the areas of Portfolio Management, Total Portfolio Analysis, Asset Allocation and Investment Data Management.
Submission
Publication date of tender notice (estimated)
17 June 2025
Contracting authority
Border to Coast Pensions Partnership Limited
- Companies House: 10795539
5th Floor, Toronto Square, Toronto Street
Leeds
LS1 2HJ
United Kingdom
Contact name: Border to Coast Procurement Team
Email: procurement@bordertocoast.org.uk
Website: https://www.bordertocoast.org.uk/
Region: UKE42 - Leeds
Organisation type: Public authority - sub-central government