Scottish National Investment Bank - Investment Management System
An end to end management system enabling the maintenance and monitoring of a live investment portfolio, including debt, direct equity and fund investment styles.
Buyer
Scottish National Investment Bank
Value
Not provided
Published
13 Jun 2022
Closes
18 Jul 2022
Procurement details
Source
Pcs
Region
United Kingdom
Procurement method
Open
Category
Goods
Contract starts
Not provided
Contract ends
Not provided
CPV classifications
48411000
Investment management software package
72212411
Investment management software development services
Lots
Lot 1 Fund Administration
Value not provided
Background and system purpose – The Scottish National Investment Bank (the “Bank”) is looking to procure an investment management system to maintain its live investment portfolio, c. 16 assets, GBP200m commitment to date, rising to c. 200 assets, GBP2bn+ deployed over the course of ten years. The Bank’s expectation is that the assets / AUM level would be c....
Delivery: UKM75
Lot 2 Portfolio Management
Value not provided
Background and system purpose The Scottish National Investment Bank (the “Bank”) is looking to procure an investment management system to maintain its live investment portfolio, c. 16 assets, GBP200m commitment to date, rising to c. 200 assets, GBP2bn+ deployed over the course of ten years. The Bank’s expectation is that the assets / AUM level would be c. 10...
Delivery: UKM75
Documents
Unlock document linkScottish National Investment Bank - Investment Management System
Not provided
An end to end management system enabling the maintenance and monitoring of a live investment portfolio, including debt, direct equity and fund investment styles.
Contract notice · Web page
Invitation To Tender Covering Letter To Bidders
13 Jun 2022
Word document
Evaluation Guide and Question Lot1
13 Jun 2022
Word document
Evaluation Guide and Question Lot2
13 Jun 2022
Word document
Commercial and non function requirements of Systems
13 Jun 2022
Word document
IMS General Specification with Requirements and Guidance
13 Jun 2022
Word document
Supplier to Complete Cyber Security Questionnaire
13 Jun 2022
Word document
Bidder's Pricing To Be Submitted
13 Jun 2022
Word document
Single Procurement Document SPD For Completion
13 Jun 2022
Word document
This document contains further guidance to help ensure bids submitted comply with requirements.
7 Jul 2022
Word document
To aid bidders and in response to a question regarding example reports utilised, this is an example.
7 Jul 2022
Scottish National Investment Bank - Investment Management System
Not provided
Award notice · Web page
Contains public sector information licensed under the Open Government Licence v3.0.