Closed

Investment Strategy Modelling

Descriptions

LGPS Central Limited are looking to procure a robust investment strategy modelling capability.

 

This is required to support the delivery of tailored strategic advice to Partner Funds. The requirement stems from the requirements set out by the government's "fit for future" consultation and 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.

 

The procurement will look for capability in delivering three core components:

1. Investment strategy model(s) - including stochastic asset & liability modelling

2. Inputs required to run risk model - including economic scenario generator and capita market assumptions

3. Temporary consultancy services - including assistance with set up and training of LGPS Central internal team

 

This stage forms the early market engagement for this project.

This stage forms the early market engagement for this requirement.

Engagement

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).

Timeline

Published Date :

1st Oct 2025 4 months ago

Deadline :

10th Oct 2025 3 months ago

Contract Start :

2nd Mar 2026

Contract End :

1st Mar 2029

Keywords

budgeting consultancy

corporate finance advice

fund management advice

finance strategy advice

investment optimization

fiscal risk analysis

financial governance support

treasury management consulting

financial planning services

financial management consultancy

Tender Lot Details & Award Criteria

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Workflows

Status :

Closed

Procedure :

N/A

Suitable for SME :

N/A

Nationwide :

No

Assign to :

Tender Progress :

0%

Details

Notice Type :

PIN

Tender Identifier :

IT-378-246-T: 2024 - 001

Tenderbase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk