---
title: "Portfolio Analysis and Order Management System solutions"
ocid: "ocds-h6vhtk-0361c1"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0361c1"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0361c1.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0361c1.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "BRUNEL PENSION PARTNERSHIP LIMITED"
published: "2023-06-05"
---

# Portfolio Analysis and Order Management System solutions

Buyer: BRUNEL PENSION PARTNERSHIP LIMITED  
Current stage: Award  
OCID: ocds-h6vhtk-0361c1

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## Summary

The BRUNEL PENSION PARTNERSHIP LIMITED has recently completed a procurement process for Portfolio Analysis and Order Management System solutions. The procurement involved the selection of a supplier, GB-COH-05323396 (FactSet UK Limited), and the contract worth $286,203 USD was signed on 25th April 2023. The procurement method used was selective with a competitive procedure and negotiation. The solutions procured fall under the goods category, specifically in software packages and information systems. The process was initiated on 5th June 2023, with the procurement stage being in the 'award' phase. The location of the procurement was in the UKK region.

This tender for Portfolio Analysis and Order Management System solutions by BRUNEL PENSION PARTNERSHIP LIMITED offers business growth opportunities for software companies providing SaaS tools for portfolio analytics, risk analysis, and order management. The business could benefit by providing innovative solutions that meet the detailed requirements specified in the tender, including functionalities related to investment strategy, asset allocation, risk analysis, performance reporting, and ESG integration. Companies with expertise in software development, financial services technology, and consulting services would be well-suited to compete in this procurement process that involves a selective procurement method with negotiation. Interested businesses should focus on demonstrating their ability to fulfil the extensive functional requirements outlined for both the Portfolio Analysis and Order Management System tools.

## Notice

Portfolio Analysis tool and Order Management System tool.

### Lot Information

Portfolio Analysis tool

SaaS tool used by the Listed Markets Team for on desk portfolio analytics, risk analysis and tracking other portfolio monitoring attributes. The PA tool will use accounting data, delivered daily as well as data feeds for market and economic data . It will be used heavily day to day as the main monitoring tool for our listed market portfolios.

Options: Option to extend for one year periods following the initial term.

Order Management System

SaaS tool used as an order generation system to size and send instructions via SFTP to our administrator, State Street, who place the unit trades in the markets. Not used by Brunel to generate market trading. OMS is also used to run daily post trade compliance monitoring; this is a key daily control in monitoring our funds. Also used as a workflow tool to monitor and reconcile daily position moves.

Options: Option to extend the contract for one year periods following initial term.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/015830-2023 |
| Notice type | Planning Notice |
| Procurement type | Standard |
| Procurement category | Goods |
| Procurement method | Selective |
| Procurement method details | Competitive procedure with negotiation |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 5 Jun 2023 |
| Submission deadline | 23 Sep 2022 |
| Future notice date | Not specified |
| Award date | 24 Apr 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £286,203 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | BRUNEL PENSION PARTNERSHIP LIMITED |
| Additional buyers | BRUNEL PENSION PARTNERSHIP LIMITED ('BRUNEL') |
| Locality | BRISTOL |
| Post town | Bristol |
| Postcode | BS1 6PU |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK5 West of England |
| ITL 3 | TLK51 Bristol, City of |
| Local authority | Bristol, City of |
| Electoral ward | Central |
| Westminster constituency | Bristol Central |
| Delivery location | TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | FACTSET |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 72 - IT services: consulting, software development, Internet and support

### Codes

- 48000000 - Software package and information systems
- 72000000 - IT services: consulting, software development, Internet and support

## Release History

- 5 Jun 2023 at 11:33 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/015830-2023
- 22 Aug 2022 at 16:47 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/023365-2022

## Notice URLs

- https://www.brunelpensionpartnership.org
- https://www.brunelpensionpartnership.org/

## 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-h6vhtk-0361c1. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0361c1.json.