Asset Liability Management Model

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    "date": "2025-11-03T16:08:22Z",
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            "id": "GB-COH-10795539",
            "name": "BORDER TO COAST PENSIONS PARTNERSHIP LIMITED",
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                "locality": "Leeds",
                "postalCode": "LS1 2HJ",
                "country": "GB",
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                "region": "UKE42"
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            "contactPoint": {
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            "name": "ORTEC FINANCE LIMITED",
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            },
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                    "id": "PWGT-3897-HJTG"
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            "address": {
                "streetAddress": "30 Old Bailey",
                "locality": "London",
                "postalCode": "EC4M 7AU",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI31"
            },
            "contactPoint": {
                "email": "ben.hudson@ortec-finance.com"
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            "details": {
                "url": "https://www.ortecfinance.com/",
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                "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.",
                "dueDate": "2025-08-18T23:59:59+01:00",
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            "id": "2023/54",
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            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Asset Liability Management Model",
        "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 extended for another 3 years (therefore 9 years in total).",
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            "features": "The process will take part in two distinct stages: Stage 1 - Down Selection: This stage will be scored and the highest scoring maximum of 3 Suppliers will be invited to participate in Stage 2. Stage 2 - ITT Stage Assessment and scoring of down selected Supplier bids, Where relevant, down selected Suppliers will be invited to take part in a Workshop at Border to Coast's head office in Leeds w/c 6th October 2025."
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        "submissionMethodDetails": "The tender will be published on Proactis ProContract. Bidders who have not previously submitted an EOI will need to respond to the ProContract Expression of Interest/Advert, published under Opportunity ID DN781589, to be automatically invited to access tender documentation and submit bids. Relevant registration and log in links are below: ProContract Log in - https://procontract.duenorth.com/Login ProContract Registration link - https://procontract.due-north.com/Register If Suppliers identify a technical issue with the ProContract portal, they should contact Border to Coast without delay via procurement@bordertocoast.org.uk. All other clarification questions/communication must be raised via the ProContract portal.",
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