---
title: "Investment Strategy Modelling"
ocid: "ocds-h6vhtk-05a573"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05a573"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05a573.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05a573.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "LGPS CENTRAL LIMITED"
published: "2026-06-18"
---

# Investment Strategy Modelling

Buyer: LGPS CENTRAL LIMITED  
Current stage: Award  
OCID: ocds-h6vhtk-05a573

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## Summary

The procurement process for "Investment Strategy Modelling," led by LGPS Central Limited, a sub-central government public authority in the UK, has culminated in the award and contract stages. The competitive flexible procedure was employed for this open procurement method, focusing on financial management consultancy services. The contract, valued at £2,616,000, runs from 17th June 2026 to 16th June 2029, with potential extensions. The process began with planning stages in 2025 to refine requirements through market engagement and concluded with the award to Moody's Analytics UK Limited. The procurement aimed to provide tailored strategic advice for investment strategy modelling, crucial for managing defined benefit pension liabilities of Partner Funds. The location for service delivery is primarily in Wolverhampton, UK.

This tender presents substantial business growth opportunities, particularly for firms specialising in financial consultancy and investment strategy modelling. Companies with robust capabilities in delivering investment strategy models, stochastic asset & liability modelling, and scenario management could find lucrative prospects under this contract. This opportunity is well-suited for large-scale organisations due to the contract's complexity and value. The tender's focus on innovative modelling techniques and comprehensive asset management further encourages businesses with expertise in economic scenario generation and capital market assumptions to compete and leverage the potential for extensions. Moody's Analytics, noted for its large-scale operational capabilities, effectively illustrates the competitiveness and demands expected from participating businesses.

## Notice

Following the outcome of the government's 'Fit for Future' consultation, LGPS Partner Funds are required to take their primary advice on strategic asset allocation from their chosen asset pool (LGPS Central Limited being one of those asset pools). Partner Funds' pension liabilities under membership of the LGPS are defined benefit in nature. By this, we mean that pension promises are made to members, and Partner Funds set aside large pools of assets held collectively, and in order to meet those pension promises. Strategic asset allocation decisions therefore require some consideration of those liabilities, including the impact on contributions requirements (to cover both ongoing accrual of benefits and any asset shortfall which may have arisen), as well as the likely investment returns (and uncertainty thereof) from the assets held. A robust, good quality investment strategy modelling capability is therefore required to support the delivery of tailored strategic advice to Partner Funds. This requirement stems from the complexity of investment strategy decisions, the need for regulated and evidence-based advice, and the expectation of future-proofing capabilities such as scenario modelling and whole-of-fund management.

### Lot Information

Lot 1

Renewal: Two further 3 -year contract extensions will be available, making the maximum available contract period 9 years. Any contract extensions will be executed at the discretion of the Authority depending on future requirements.

### Planning Information

This process is intended to allow the Authority to engage with interested suppliers who are able to deliver our requirements as detailed in the draft business requirements document. This engagement is proposed to assist the Authority in understanding the market and refining our business requirements by using feedback provided during this process.
The process for this early market engagement exercise is as follows:
1. Interested suppliers must register at https://in-tendhost.co.uk/lgpscentral/ and download the early market engagement documentation associated with this requirement.
2. Download, fully complete and submit the Early Market Engagement Questionnaire through In-Tend, by the deadline of 10th October 2025 - 12:00:00 (Noon).
3. The Authority will review questionnaire submissions and reserve the right to invite suppliers to provide a demonstration of their solution and provide further feedback on our business requirements. Dependent on interest, the Authority reserves the right to limit the number of suppliers invited to demonstrate their solution. 
4. Following conclusion of engagement meetings, the Authority will refine the business requirements prior to undertaking a procurement for this requirement under the Competitive Flexible Procedure (Procurement Act 2023).

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/057797-2026 |
| Notice type | UK7 - Contract Details Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Competitive flexible procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 18 Jun 2026 |
| Submission deadline | 16 Jan 2026 |
| Future notice date | 20 Nov 2025 |
| Award date | 24 Mar 2026 |
| Contract period | 16 Jun 2026 - 16 Jun 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £3,150,000 |
| Lots value | £4,320,000 |
| Awards value | £2,616,000 |
| Contracts value | £2,616,000 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | LGPS CENTRAL LIMITED |
| Locality | WOLVERHAMPTON |
| Post town | Wolverhampton |
| Postcode | WV1 1LD |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG3 West Midlands |
| ITL 3 | TLG39 Wolverhampton |
| Local authority | Wolverhampton |
| Electoral ward | St Peters |
| Westminster constituency | Wolverhampton West |
| Delivery location | TLG39 Wolverhampton |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MOODY'S ANALYTICS |

## CPV Codes

### Divisions

- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 79412000 - Financial management consultancy services

## Release History

- 18 Jun 2026 at 19:19 - Award - UK7 - Contract Details Notice - https://www.find-tender.service.gov.uk/Notice/057797-2026
- 24 Mar 2026 at 11:04 - Award - UK6 - Contract Award Notice - https://www.find-tender.service.gov.uk/Notice/026679-2026
- 12 Dec 2025 at 09:42 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/082299-2025
- 1 Oct 2025 at 08:15 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/061127-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/057797-2026
  18th June 2026 - Contract details notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/026679-2026
  24th March 2026 - Contract award notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/082299-2025
  12th December 2025 - Tender notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/061127-2025
  1st October 2025 - Preliminary market engagement notice on Find a Tender
- https://in-tendhost.co.uk/lgpscentral/
  Please find the tender documentation for this procurement at https://in-tendhost.co.uk/lgpscentral/

## Notice URLs

- http://www.moodys.com
- https://in-tendhost.co.uk/lgpscentral/PleaseseeITTforfurtherinformation.
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## 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-05a573. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05a573.json.