Qualification - Portfolio management solution for asset management

Description

Statens Pensjonskasse (SPK) [the Norwegian Public Service Pension Fund] will enter into a contract with one tenderer for the procurement of an IT support solution for managing investment portfolios that will be used by the asset management department in SPK. The solution that will be procured will be the primary work tool for the Back and Middle offices in connection with their work assignments, and will furthermore function as a pre-system for the accounting system for POA (Unit4/Agresso). The solution will be used as a tool to calculate returns and to cover various reporting needs. The contract is applicable for 3 years, and can then be extended for one year at a time. Lot 1: The asset management department of the Norwegian Public Service Pension Fund (Statens pensjonskasse, SPK) manages the assets of the Pension Scheme for Pharmacy Sector (POA). The management assets are just under NOK 13 billion (per year-end 2021). The asset management department has seven employees, divided between Front, Middle and Back offices. All administrative support tasks are carried out internally, including settlement and accounting - and we have no need or wish to change this in connection with this call for tenders. We have current agreements with suppliers of market data (Bloomberg, Nordic Bond Pricing, Norsk Stamdata etc), as well as analysis services, and changes to these agreements are not covered by this call for tenders. The solution that will be procured will be the primary work tool for the Back and Middle offices in connection with their work assignments, and will furthermore function as a pre-system for the accounting system for POA (Unit4/Agresso). The solution will be used as a tool to calculate returns and to cover various reporting needs. We could also think of a future solution that helps to streamline and/or simplify our controls and processes related to compliance and/or risk management.