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Portfolio Analysis and Order Management System solutions

WAC ID:215637

Private SectorAward noticeClosed32014L0024

Source:	Find a Tender Service (FTS)
Notice Type:	Award notice
Buyer:	BRUNEL PENSION PARTNERSHIP LIMITED
Main Category:	Goods
Procurement Method:	Competitive procedure with negotiation
Tender Status:	Closed
Estimated Value (ex. VAT):	Not specified
Release Date:	5 June 2023
Application Deadline:	—
Procurement ID (OCID):	ocds-h6vhtk-0361c1

Procurement timeline

All 2 notices for this procurement, oldest first.

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Tender notice· 22 Aug 2022
Portfolio Analysis and Order Management System solutions
Contract award notice· 5 Jun 2023Viewing
Portfolio Analysis and Order Management System solutions

Earlier notices predate the Procurement Act 2023 (commenced 24 Feb 2025) and therefore don't carry UK1–UK17 codes.

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Award outcome

Awarded to

FactSet UK LimitedGB-COH-05323396

Award status:

Active

Contracting Authority

Organisation

BRUNEL PENSION PARTNERSHIP LIMITED

Description

Portfolio Analysis tool and Order Management System tool.

Lots

2 lots

1Portfolio Analysis tool

SaaS tool used by the Listed Markets Team for on desk portfolio analytics, risk analysis and tracking other portfolio monitoring attributes. The PA tool will use accounting data, delivered daily as well as data feeds for market and economic data . It will be used heavily day to day as the main monitoring tool for our listed market portfolios.

4800000072000000

2Order Management System

SaaS tool used as an order generation system to size and send instructions via SFTP to our administrator, State Street, who place the unit trades in the markets. Not used by Brunel to generate market trading. OMS is also used to run daily post trade compliance monitoring; this is a key daily control in monitoring our funds. Also used as a workflow tool to monitor and reconcile daily position moves.

4800000072000000

CPV Classifications2 codes — click to expand

72000000IT services: consulting, software development, Internet and support

48000000Software package and information systems

About BRUNEL PENSION PARTNERSHIP LIMITED

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Typical categories

Financial and insurance servicesSoftware package and information systemsIT services: consulting, software development, Internet and support

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WAC Reference

WAC-215637

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