---
title: "Transparency notice - MSCI Total Plan"
ocid: "ocds-h6vhtk-06effe"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06effe"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-06effe.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-06effe.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD"
published: "2026-09-01"
---

# Transparency notice - MSCI Total Plan

Buyer: LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD  
Current stage: Award  
OCID: ocds-h6vhtk-06effe

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## Summary

Local Pensions Partnership Investments Ltd is procuring software-related services for its investment portfolio management. The requirement is the Total Plan platform, which supports monitoring and managing investments across public and private assets through data insights, portfolio analytics and reporting. The service forms part of the organisation’s wider technology ecosystem for investment analysis and risk management, with data integrated between the supplier’s software and connected systems. The work is for LPPI’s operations across the United Kingdom. The named supplier is MSCI Limited, although the contracting entity providing the services is The Burgiss Group LLC, described as MSCI’s sister company. The requirement is therefore suited to providers of integrated investment data, portfolio technology and analytics platforms rather than standalone software or general IT support.

This procurement has been awarded through a single completed lot to MSCI Limited, with services to be provided by The Burgiss Group LLC. The agreement is valued at £2,512,296 including tax and runs from 1 October 2026 to 30 September 2030. It is a direct award without a competitive tender. LPPI relied on the Procurement Act 2023 exemptions for additional or repeat services and for the absence of competition for technical reasons. The stated basis is that the existing platform interoperates with established interfaces and connected systems, while changing supplier would require substantial redevelopment and cause disruption. The award is above the relevant threshold. A signature milestone was scheduled for 1 October 2026, and the tender status is complete.

This procurement demonstrates demand for a large, integrated investment-management platform serving both public and private markets. A credible competitor would need proven capability in portfolio data, analytics, reporting and investment monitoring, together with the technical depth to integrate with established interfaces and wider risk-management systems. Experience supporting investment analysis across different asset classes would be important, as would the capacity to replace or extend a live technology ecosystem without substantial redevelopment or operational disruption. The direct-award reasoning shows that interoperability, continuity and a full range of connected capabilities were decisive. Suppliers offering only individual tools or isolated analytics functions would be poorly positioned; firms able to provide an established end-to-end platform would be better placed.

## Notice

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, LPPI and MSCI wish to continue the current relationship by signing a new agreement for a period of 4 years. The value of this contract will be PS2,512,296.

### 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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/082869-2026 |
| Notice type | UK5 - Transparency Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Direct |
| Procurement method details | Direct award |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 Sep 2026 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 1 Sep 2026 |
| Contract period | 1 Oct 2026 - 30 Sep 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £2,512,296 |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD |
| Locality | LONDON |
| Postcode area | Central London |
| Postcode | EC2M 2PF |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | City of London |
| Electoral ward | Bishopsgate |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MSCI LIMITED |

## CPV Codes

### Divisions

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

### Codes

- 72260000 - Software-related services

## Release History

- 1 Sep 2026 at 19:52 - Award - UK5 - Transparency Notice - https://www.find-tender.service.gov.uk/Notice/082869-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/082869-2026
  1st September 2026 - Transparency notice on Find a Tender

## Notice URLs

- https://www.legislation.gov.uk/ukpga/2023/54/contents
- https://www.msci.com/

## 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-06effe. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-06effe.json.