Enterprise Investments & Data Platform

Description

*Bidders will need to respond to this EOI/Advert in order to be automatically invited to bid and access tender documents*. 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. The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension. Estimated Dates below: Planned Procurement Notice & Preliminary Market Engagement Notice Published 06/05/2025 - Midnight 16/06/2025 Pre-Selection Documentation & ITT Published 25/06/2025 Supplier Clarification Window 25/06/2025 - 04/07/2025 Tender Response Deadline [Pre-Selection Documentation & ITT Response] Midday 11/07/2025 Down-Selection Evaluation & Notification to all Suppliers 11/07/2025 -15/07/2025 Evaluation of Tenders 15/07/2025 - 25/07/2025 Notification to Suppliers of Workshop Stage 28/07/2025 Supplier Workshop Stage 06/08/2025 - 27/08/2025 Review and Moderation 02/09/2025 - 04/09/2025 Successful Supplier Identified subject to contract and Board approval 19/11/2025 Standstill Period 19/11/2025 - 28/11/2025 Keywords: LGPS, Enterprise Investments & Data Platform