Enterprise Investments & Data Platform

Concepts

• software package
• leeds
• partner fund cross-asset investments
• new investments capabilities
• investment opportunities
• coast’s own investment funds
• their selected investment funds
• enterprise investments
• data platform
• platform

Location

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 become more effective and efficient, whilst being able to offer more value to our Partner Funds, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments. Border to Coast wishes to procure an Enterprise Investments platform that creates a unified and integrated data layer as the foundation that enables the efficient and effective implementation of new investments capabilities. These capabilities will be core to our ongoing delivery of strategic outcomes to our Partner Funds. The platform needs to have interoperability with our administrator and other third parties, such as Partner Fund custodians, to enable the on-going management of Border to Coast’s own investment funds (including public market and private market funds). Additionally, the platform needs to enable Border to Coast to manage the ‘whole customer fund’ and the provision of these new capabilities. For clarity, ‘whole customer fund’ relates to Partner Fund holdings within their selected investment funds across multiple asset classes, inclusive of any Partner Fund assets not managed directly by Border to Coast.

Renewal Options

The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension.

Award Criteria

CPV Codes

• 48000000 - Software package and information systems
• 66000000 - Financial and insurance services

Indicators

• Renewals are available.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. **