Order management, portfolio monitoring and risk analytics system

Concepts

• croydon
• financial analysis
• information systems
• investment management
• risk analysis system
• risk analytics system
• portfolio monitoring
• growth portfolio
• matching portfolio
• order management

Location

Description

The Board of the Pension Protection Fund (PPF) is going out to tender, in accordance with the Public Contracts Regulations 2015 under the Competitive Procedure with Negotiation, to deliver the following systems which have been split into two lots. Bidders may opt to bid for one or both lots: Lot 1 • Order management system; • Portfolio monitoring & Risk analysis system (Matching portfolio and other internally managed portfolios, with specific emphasis on LDI). Lot 2 • Portfolio monitoring and risk analysis system (Growth portfolio, with specific emphasis on Private Markets)

Lot Division

Renewal Options

The contracts for both Lots 1 and 2 will be for an initial term of 5 years with optional extensions to take the maximum possible term to 10 years.

CPV Codes

• 48441000 - Financial analysis software package
• 48000000 - Software package and information systems
• 66151000 - Financial market operational services
• 72212411 - Investment management software development services

Indicators

• Restrictions apply to the lot award allocation.
• This is a one-off contract (no recurrence)
• Renewals are available.
• Professional qualifications are sought.

Other Information

If you are interested in participating in the competition for this requirement, please complete the Standard Questionnaire (SQ) linked to this notice by the SQ return date. Full details of the requirements and how to respond are available in the Information and Guidance document which can be found at: https://ppf.bravosolution.co.uk ** PREVIEW NOTICE, please check Find a Tender for full details. ** The Board of the Pension Protection Fund is tendering for an Order management, portfolio monitoring and risk analytics system. The requirement has been split into two lots, Bidders may opt to bid for one or both lots: Lot 1 - Order management system, Portfolio monitoring & Risk analysis system (Matching portfolio and other internally managed portfolios, with specific emphasis on LDI). Lot 2 - Portfolio monitoring and risk analysis system (Growth portfolio, with specific emphasis on Private Markets) Full details of the PPF's requirements are set out in the procurement documents Please visit our tendering portal to access the procurement documents. You will need to create an account on the PPF tendering portal if you have not used it before. Closing date for SQ responses - 13 February 2025 Closing date for ITT responses - 21 March 2025 Any changes to these dates will be communicated via the eSourcing portal to all Bidders. The total estimated contract value for the purposes of the notice has been calculated as a range between £43m and £55m across Lots 1 and 2 over the maximum contract term of 10 years. The PPF is evolving within a changing market, and future needs for additional investment management modules is possible. These developments will align with market changes and the Board’s strategy, potentially requiring new software and licenses. This may lead to price revisions and increased fees over the contract’s duration, though the extent of these additional services is not guaranteed. In the event there was a significant increase to the number of schemes PPF takes on then this would require an amendment to the contract value. However, this known, unknown value cannot be predicted at this stage.