---
title: "Provision of a Multi-Asset Portfolio Management System_180618"
ocid: "ocds-b5fd17-24912140-b09f-4516-aaa1-57c6492a09f9"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-24912140-b09f-4516-aaa1-57c6492a09f9"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-24912140-b09f-4516-aaa1-57c6492a09f9.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-24912140-b09f-4516-aaa1-57c6492a09f9.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD"
published: "2019-04-23"
---

# Provision of a Multi-Asset Portfolio Management System_180618

Buyer: LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD  
Current stage: Award  
OCID: ocds-b5fd17-24912140-b09f-4516-aaa1-57c6492a09f9

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## Summary

The Local Pensions Partnership Investments Ltd (LPP), based in Preston, England, is conducting a procurement process for the "Provision of a Multi-Asset Portfolio Management System." This tender falls within the services category, specifically focused on pension investment services, and has a total estimated value of £5,000,000. The procurement method is selective, employing a competitive procedure with negotiation above the threshold, and is currently in the award stage. The tender period concluded on 19 July 2018, and the contract period is set to commence on 1 October 2018, lasting until 30 September 2028.

This tender presents significant opportunities for businesses specialising in investment management systems or related technological solutions. Companies that can offer innovative portfolio management services or have experience in the public sector pension fund arena will be well-positioned to compete. Small and medium-sized enterprises (SMEs) are encouraged to participate, given the suitability criteria, which indicates a focus on inclusivity within the bidding process.

## Notice

Local Pensions Partnership (LPP) is a pension service provider for Local Government Pension Schemes (LGPS) and other public-sector pension funds. They aim to help clients reduce pension deficits, improve investment returns and lower costs through the core services of investment management, pension administration and risk management. LPP was formed in 2016 through a collaboration between Lancashire County Council and the London Pensions Fund Authority. Today they manage more than c.PS16b of pension assets for investors and provide pensions administration services to more than 540,000 members across LGPS, Fire and Police schemes. LPP are looking to select and implement an institutional standard investment management system to support its investment management business. Additional information: Please apply directly to the buyer using the contact details provided.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/87e39ce2-87d8-409c-9687-fc479f4312fc |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Competitive procedure with negotiation (above threshold) |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 23 Apr 2019 |
| Submission deadline | 19 Jul 2018 |
| Future notice date | Not specified |
| Award date | 15 Apr 2019 |
| Contract period | 16 Apr 2019 - 30 Sep 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £5,000,000 |
| Lots value | Not specified |
| Awards value | £1 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD |
| Locality | PRESTON |
| Post town | Preston |
| Postcode | PR1 8XJ |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD4 Lancashire |
| ITL 3 | TLD45 Mid Lancashire |
| Local authority | Preston |
| Electoral ward | City Centre |
| Westminster constituency | Preston |
| Delivery location | TLD North West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | BROADRIDGE MANAGED SOLUTIONS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services
- 66140000 - Portfolio management services

## Release History

- 23 Apr 2019 at 10:26 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/87e39ce2-87d8-409c-9687-fc479f4312fc
- 18 Jun 2018 at 08:27 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/67398f23-aecf-4a75-b872-6a3f6b829f7a

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/87e39ce2-87d8-409c-9687-fc479f4312fc
  23rd April 2019 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/67398f23-aecf-4a75-b872-6a3f6b829f7a
  18th June 2018 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/04196a68-21a8-405e-a410-e47f26125b4b
  Supplier Questionnaire (SQ) for the provision of a Multi-Asset Portfolio Management System_180618v1

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-24912140-b09f-4516-aaa1-57c6492a09f9. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-24912140-b09f-4516-aaa1-57c6492a09f9.json.