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Awarded United Kingdom Supplies

Asset Liability Management Model

Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

Published
3 November 2025
Estimated value
£3,600,000
Place of performance
UK
Procedure
Open procedure
Lots
1
Notice number
070578-2025
Reference
ocds-h6vhtk-055b30
Official source
Official source

CPV codes

Description

Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input. The contract will cover a 6-year period, followed by a review, with the expectation that if satisfied, the contract will be extend…

Awards

Awarded toAmountDate
ORTEC FINANCE LIMITED £3,600,000 24 October 2025

Official publications

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Frequently asked questions

What is the estimated value of this tender?
The estimated value published by the buyer is £3,600,000.
Who is the buyer of this tender?
The contracting authority is BORDER TO COAST PENSIONS PARTNERSHIP LIMITED (United Kingdom).
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Data collected from official public procurement sources. Amounts as published by the buyer.