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MSCI Total Plan

LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD

This public procurement record has 2 releases in its history.

Award

21 Sep 2026 at 11:29

UK6 - Contract Award Notice
Award

01 Sep 2026 at 19:52

UK5 - Transparency Notice
Summary of the contracting process

Local Pensions Partnership Investments Ltd is procuring software-related services for its Total Plan platform, which supports monitoring and managing investment portfolios across public and private markets. The platform provides data insights, portfolio analytics and reporting, and integrates with existing investment-analysis and risk-management systems. The requirement covers continuation of the current supplier relationship rather than a standalone replacement system. Services are delivered across the United Kingdom, including London and all UK regions represented in the procurement. The named supplier entities are MSCI Limited and its sister company, The Burgiss Group, LLC, with the latter identified as the contracting supplier. This is a specialist investment technology and integrated portfolio-data requirement for firms able to support public- and private-market operations.

The procurement is complete and was awarded on 1 September 2026 following a direct award without a competitive tender. LPPI selected MSCI Limited and The Burgiss Group, LLC for one services lot, at an awarded value of £2,512,296 gross. The contract period runs from 1 October 2026 to 30 September 2030, with signature scheduled for 1 October 2026. LPPI relied on the Procurement Act 2023 special-case grounds for additional or repeat services and absence of competition for technical reasons. The stated basis was that changing supplier would create incompatibility with established interfaces and require substantial technical redevelopment and disruption, with no reasonable alternative capable of replacing the integrated service range. The award is active and the tender status is complete.

This award demonstrates sustained demand from LPPI for an integrated investment-technology platform spanning public and private markets. A credible future competitor would need proven software-related services covering portfolio monitoring, investment data, analytics and reporting, with the ability to support both asset classes in one operational environment. Technical interoperability is central: suppliers would need to integrate with established interfaces, existing software systems and connected risk-management tools, while preserving data flows and investment-analysis processes. Relevant capability therefore includes strong systems-integration expertise, reliable portfolio and market data, and experience supporting complex investment operations rather than isolated software functions. Firms able to demonstrate a substitutable end-to-end platform and manage migration or redevelopment risk would be better placed to challenge an incumbent-led solution when this requirement next reaches the market.

How relevant is this notice?

Notice Information

Notice Title

MSCI Total Plan

Notice Description

LPPI and MSCI entered into an agreement with MSCI in 2024 to implement a new platform called Total Plan. This system helps LPPI to enhance their ability to monitor and manage their investment portfolio across both public and private assets by leveraging data insights, portfolio analytics and reporting, by using Total Plan. The current agreement terminates at the end of September. On the 1st October 2026, LPPI and MSCI wish to continue the current relationship by signing a new agreement for a period of 4 years. Please note the Supplier will be The Burgiss Group LLC, a sister company of MSCI Limited. MSCI Limited has been named under the Supplier section as The Burgiss Group LLC was not an entity registered under the Find a Tender portal at the time of publishing the Transparency notice - MSCI Total Plan - Find a Tender for this award. LPPI intends to award a contract to the Supplier (which is not an excluded supplier) without conducting a competitive tendering procedure in reliance on the exemption under section 41 of the Procurement Act 2023 ("the Act") (direct award in special cases) by application of the below direct award grounds. Additional or repeat services - under paragraph 7, Schedule 5 of the Act The contract concerns the supply of services by the existing supplier which are intended as an extension to, or partial replacement of existing services provided by the existing supplier whereby: (a) A change of supplier would require the contracting authority to acquire services that are incompatible with those already in place, with which they must interoperate The existing services that are used by the contracting authority use an operational and technical architecture through a network of established interfaces. The services are not operated as standalone products but form part of a wider integrated technology ecosystem supporting both public and private market investment activities. In particular: * the contracting authority's private markets operations rely upon data and functionality provided through the existing supplier's platform, which forms an integral part of its investment analysis processes. * the contracting authority's public markets operations utilise data which is integrated with the supplier's software systems and other connected risk-management systems. Absence of competition for technical reasons - under paragraph 6, Schedule 5 of the Act. a) due to an absence of competition for technical reasons, only a particular supplier can supply the services required The contracting authority has considered the availability of alternative suppliers in the market. While alternative providers may offer certain individual capabilities, they are not technically able to provide a readily substitutable solution capable of replacing the full range of integrated services currently utilised by the contracting authority without substantial technical redevelopment and disruption. (b) there are no reasonable alternatives to those services.

Procurement Information

Please note the contracting entity will be The Burgiss Group LLC, a sister company of MSCI Limited. MSCI Limited has been named under the Supplier section as The Burgiss Group LLC was not an entity registered under the Find a Tender portal. LPPI intends to award a contract to the existing supplier (which is not an excluded supplier) without conducting a competitive tendering procedure in reliance on the exemption under section 41 of the Procurement Act 2023 ("the Act") (direct award in special cases) by application of the below direct award grounds. Additional or repeat services - under paragraph 7, Schedule 5 of the Act The contract concerns the supply of services by the existing supplier which are intended as an extension to, or partial replacement of existing services provided by the existing supplier whereby: (a) A change of supplier would require the contracting authority to acquire services that are incompatible with those already in place, with which they must interoperate The existing services that are used by the contracting authority use an operational and technical architecture through a network of established interfaces. The services are not operated as standalone products but form part of a wider integrated technology ecosystem supporting both public and private market investment activities. In particular: * the contracting authority's private markets operations rely upon data and functionality provided through the existing supplier's platform, which forms an integral part of its investment analysis processes. * the contracting authority's public markets operations utilise data which is integrated with the supplier's software systems and other connected risk-management systems. Absence of competition for technical reasons - under paragraph 6, Schedule 5 of the Act. a) due to an absence of competition for technical reasons, only a particular supplier can supply the services required The contracting authority has considered the availability of alternative suppliers in the market. While alternative providers may offer certain individual capabilities, they are not technically able to provide a readily substitutable solution capable of replacing the full range of integrated services currently utilised by the contracting authority without substantial technical redevelopment and disruption. (b) there are no reasonable alternatives to those services.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06effe
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/089047-2026
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
UK6 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Direct
Procurement Method Details
Direct award
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support

CPV Codes

72260000 - Software-related services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
£2,512,296 £1M-£10M
Contracts Value
Not specified

Notice Dates

Publication Date
21 Sep 20261 months ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
1 Sep 20261 months ago
Contract Period
1 Oct 2026 - 30 Sep 2030 4-5 years
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
LOCAL PENSIONS PARTNERSHIP INVESTMENTS 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
LONDON
Postcode
EC2M 2PF
Postcode Area
Central London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified
Local Authority
City of London
Electoral Ward
Bishopsgate
Westminster Constituency
Cities of London and Westminster

Supplier Information

Number of Suppliers
2
Supplier Names

MSCI LIMITED

The Burgiss Group, LLC

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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