--- title: "Investment Management Solution (s)" ocid: "ocds-h6vhtk-04e529" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04e529" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04e529.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04e529.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "NATIONAL WEALTH FUND LIMITED" published: "2025-02-20" --- # Investment Management Solution (s) Buyer: NATIONAL WEALTH FUND LIMITED Current stage: Planning OCID: ocds-h6vhtk-04e529 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04e529) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-04e529.json) ## Summary The National Wealth Fund Limited (NWF), located in Leeds, United Kingdom, and governed by public law, is preparing to engage in early market engagement (EME) for an investment management solution, under CPV category 72000000 for IT services including consulting, software development, and support. The organisation has issued a Prior Information Notice (PIN) to gather market feedback which will influence their procurement strategy and processes. Responses to the Early Market Engagement questionnaire are expected by 27th March 2025 at 16:00 UK time. This early market engagement is part of the planning stage for an upcoming procurement focused on managing the financial and operational lifecycle of investments, aligning with International Financial Reporting Standards (IFRS), and ensuring transparent, efficient monitoring of investments. This tender represents significant business growth opportunities, particularly for firms specialising in IT solutions for financial services. Companies providing software development, IT consultancy, or business and professional services could find this opportunity well-suited to their expertise. As the National Wealth Fund plans to invest across various sectors, including green technologies and infrastructure, businesses with capabilities in offering innovative, robust, and compliant investment management solutions stand to benefit. Furthermore, the detailed feedback collected from participating organisations will shape the final procurement process, possibly leading to new or refined service requirements that align closely with market offerings. ## Notice 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. Our private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least PS5 million We are wholly owned and backed by HM Treasury. 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:- * 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 NWF currently has a number of tools providing these services internally. 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. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/006286-2025 | | 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 | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 20 Feb 2025 | | Submission deadline | Not specified | | Future notice date | 1 Jan 2026 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planned | | Lots status | Planned | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | NATIONAL WEALTH FUND LIMITED | | Locality | LEEDS | | Post town | Leeds | | Postcode | LS1 4HR | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE42 Leeds | | Local authority | Leeds | | Electoral ward | Hunslet & Riverside | | Westminster constituency | Leeds South | | Delivery location | Not specified | ## CPV Codes ### Divisions - 48 - Software package and information systems - 72 - IT services: consulting, software development, Internet and support - 98 - Other community, social and personal services ### 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 ## Release History - 20 Feb 2025 at 14:48 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/006286-2025 ## Notice URLs - https://atamis-3929.my.site.com/s/Welcome - https://www.nationalwealthfund.org.uk/ ## 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-04e529. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-04e529.json.