Opportunity overview
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 initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total).
Awarded to
Amounts belong to published awards or contracts. Where several suppliers share one value, it is labelled as shared and is not a supplier-specific allocation.
ORTEC FINANCE LIMITED
- Contract value
- £3.6m
- Awarded
- Not supplied
- Contract signed
- 10 Mar 2026
- Including VAT
- £4.3m
- Award ID
- 1
- Status
- active
- Identifier
- GB-COH 06410807
- Location
- London, UKI31, EC4M 7AU, United Kingdom
Classification
No classification was supplied.
Lots
- Lot 1Value not stated
Documents and notices
- Contract details notice on Find a TenderOpen source ↗