Award

Procurement for Transition Adviser - Four Transitions for Equities and Fixed Income

BORDER TO COAST PENSIONS PARTNERSHIP LTD

This public procurement record has 1 release in its history.

Award

01 May 2020 at 14:12

Award Notice
Summary of the contracting process

The procurement process involves the Border to Coast Pensions Partnership Ltd, which has initiated a tender titled "Procurement for Transition Adviser - Four Transitions for Equities and Fixed Income." The project is classified under the industry category of pension fund management services and is located in Leeds, England. The procurement stage is currently at the Award phase, with the contract awarded on 26 March 2020, for a total value of £120,000. The contract period commenced on 27 April 2020 and is set to conclude on 31 December 2020.

This tender presents significant opportunities for companies operating within the pension fund management and investment services sector. Businesses with expertise in transition advisory services, particularly those capable of supporting pension fund restructures and new fund launches, would be particularly well-suited to compete for such contracts. The successful partner, Inalytics Ltd, underlines the potential for both established firms and smaller consultancies with relevant specialisations to engage in future procurement activities with the Border to Coast Pensions Partnership Ltd.

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Notice Information

Notice Title

Procurement for Transition Adviser - Four Transitions for Equities and Fixed Income

Notice Description

Border to Coast have appointed Inalytics Ltd as Transition Adviser to it's next four planned sub fund restructures/launches in its ACS: * Launching an internally managed sterling index linked bond fund (Q3 this year) * Restructuring its existing Emerging Market Equities fund (Q4 or Q1 2021), with the addition of specialist China manager(s) to the existing internally managed fund * Launching an externally managed EM equity fund (2021) * Launching an externally managed Regional Developed equity fund (2021)

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-eb9e0349-2633-4777-8ee8-dff5d1a17cce
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/2798167c-7652-46fb-bb86-ba27aaebd39b
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66131100 - Pension investment services

66141000 - Pension fund management services

Notice Value(s)

Tender Value
£120,000 £100K-£500K
Lots Value
Not specified
Awards Value
£120,000 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
1 May 20205 years ago
Submission Deadline
20 Mar 2020Expired
Future Notice Date
Not specified
Award Date
26 Mar 20205 years ago
Contract Period
26 Apr 2020 - 31 Dec 2020 6-12 months
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
BORDER TO COAST PENSIONS PARTNERSHIP LTD
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LEEDS
Postcode
LS1 2HJ
Post Town
Leeds
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE42 Leeds
Delivery Location
Not specified
Local Authority
Leeds
Electoral Ward
Little London & Woodhouse
Westminster Constituency
Leeds Central and Headingley

Supplier Information

Number of Suppliers
1
Supplier Name

INALYTICS

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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