Notice Information
Notice Title
Investment Management Solution (s)
Notice Description
The National Wealth Fund ("NWF"), successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of PS27.8 billion, with at least PS5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel. This aligns with the principle of achieving policy objectives via sound banking.<br/><br/>Our private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. <br/><br/>Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least PS5 million<br/><br/>We are wholly owned and backed by HM Treasury.<br/><br/>We are undertaking early market engagement to understand the market offerings for an investment management solution (s) which focuses on the financial and operational lifecycle of a deal post go-live, namely:- <br/><br/>* Investment set up (booking a deal) <br/>* Output for the purposes of accounting in-line with International Financial Reporting Standards (IFRS). <br/>* Investment management of a deal (calculation of cashflow) <br/>* Investment closure (ending a deal) <br/>* The continual risk management of the deals including IFRS ECL & economic capital calculations<br/>* Professional services related to the above<br/><br/>NWF currently has a number of tools providing these services internally.<br/><br/>The outcome of the early market engagement will inform our procurement pipeline for procuring any software or associated services as further described in Section VI.3 below.
Lot Information
Lot 1
The scope of this Early Market Engagement includes, but is not limited to, investment management solution(s) which support the financial and operational lifecycle of an investment following deal signature. The solution (s) should provide all (or some) of the following:-
* Investment set up (booking a deal)
* Output for the purposes of accounting in-line with International Financial Reporting Standards (IFRS).
* Investment management of a deal (calculation of cashflow)
* Investment closure (ending a deal)
* The continual risk management of the deals including IFRS ECL & economic capital calculations
* Professional services related to the above
The solution (s) need to be able to facilitate one (or several) of our product sets, in Debt (Bullet repayment loan, Amortising loan, Revolving credit facility, Bridge finance, Bonds and Portfolio loans such as warehousing), Guarantee (Financial guarantee, Performance, Inflation linked, Credit enhancement & First loss) and Equity (Ordinary shares, Preference shares, Fund investments, Convertible loan notes, PIK shares).
The solution(s) would need to be capable of supporting our users in daily workflows across our Financial Risk Management, Finance Operations, Financial Control, Portfolio Management and Treasury teams.
The solution(s) will enable NWF to manage and monitor its investment in an efficient and transparent manner.
NWF are happy to adapt to best practice.
As NWF are wholly owned by HMT, any solution must be capable of meeting our user requirements and offer value for money.
The start date provided in Section II.3 is only an estimate and is subject to change depending on the outcomes of the early market engagement.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-04e529
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/006286-2025
- Current Stage
- Planning
- All Stages
- Planning
Procurement Classification
- Notice Type
- Planning Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Not Specified
- Procurement Method Details
- Not specified
- Tender Suitability
- Not specified
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
48 - Software package and information systems
72 - IT services: consulting, software development, Internet and support
98 - Other community, social and personal services
-
- CPV Codes
48517000 - IT software package
72000000 - IT services: consulting, software development, Internet and support
72212517 - IT software development services
72260000 - Software-related services
98110000 - Services furnished by business, professional and specialist organisations
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 20 Feb 20251 years ago
- Submission Deadline
- Not specified
- Future Notice Date
- 1 Jan 2026Expired
- Award Date
- Not specified
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Planned
- Lots Status
- Planned
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NATIONAL WEALTH FUND LIMITED
- Contact Name
- Not specified
- Contact Email
- procurement@nationalwealthfund.org.uk
- Contact Phone
- Not specified
Buyer Location
- Locality
- LEEDS
- Postcode
- LS1 4HR
- 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
- Hunslet & Riverside
- Westminster Constituency
- Leeds South
Further Information
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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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