Order management, portfolio monitoring and risk analytics system

Description

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:
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

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.