Asset Liability Management Model
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDEstimated Value
Up to £3,600,000
Deadline
12 September 2025
Published
10 March 2026
Type
Not specified
Overview
Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds.
A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities.
The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules.
Additional details
The ALM model will utilize the current scheme actuaries' liability data as input. The initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total).
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Award Details
ORTEC FINANCE LIMITED
£3,600,000
Likely incumbents
Suppliers who won similar work from this buyer in the last 5 years.
- 1
STRATA FINANCIAL SERVICES CONSULTING LTD
£2m
total awarded
- 2
MERCER LIMITED
£45,000
total awarded
- 3
AON UK LIMITED
£24,025
total awarded
- 4
HSBC BANK PLC
£500,000
total awarded
- 5
Docusign International EMEA Limited
1 contract wonlatest 30 Jun 2026£23,405
total awarded
STRATA FINANCIAL SERVICES CONSULTING LTD is the most likely incumbent based on recency and category match. To win, bidders typically need a clearly differentiated proposition or a price advantage.
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Buyer Profile
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDKey Dates
Published
10 March 2026
Submission deadline
12 September 2025
Notice type
award
Source
find a tender
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