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. 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).
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-566100
Border to Coast has propositions within Public Listed, Private Markets, and Real Estate asset classes that deliver investment opportunities and management to our Partner Funds, with specific systems in place for each asset class.
As part of our strategy to become more effective and efficient, whilst being able to offer more value to our Partner Funds, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.
Border to Coast wishes to procure an Enterprise Investments platform that creates a unified and integrated data layer as the foundation that enables the efficient and effective implementation of new investments capabilities. These capabilities will be core to our ongoing delivery of strategic outcomes to our Partner Funds. The platform needs to have interoperability with our administrator and other third parties, such as Partner Fund custodians, to enable the on-going management of Border to Coast's own investment funds (including public market and private market funds).
Additionally, the platform needs to enable Border to Coast to manage the 'whole customer fund' and the provision of these new capabilities. For clarity, 'whole customer fund' relates to Partner Fund holdings within their selected investment funds across multiple asset classes, inclusive of any Partner Fund assets not managed directly by Border to Coast
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-567350
Strata to provide support with initial target operating model design for the Reporting Project.This SOW is an addendum to the contract with Strata for I&DP implementation.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-572470
Strata to provide support with initial target operating model design for the Reporting
Project.This SOW is an addendum to the contract with Strata for I&DP implementation.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-572448
Border to Coast intends to appoint a partner organisation to support core capabilities necessary to manage its existing infrastructure and achieve its future ICT objectives. This includes the oversight of the existing infrastructure and provision of corporate ICT solutions to enable Border to Coast to operate its core business using latest technologies deployed in a modern and flexible environment. The ICT Managed Service will manage and oversee the cloud based collaborative platform to allow Border to Coast to manage and deliver its investment portfolio effectively and securely. This will include hardware, infrastructure, communications, service support, cyber and data resilience capabilities.
Border to Coast currently operates on a single site with circa. 180 users, and has adopted standard Microsoft 365 solutions, with additional Business Central (Finance), CRM and Data modules
deployed across the business.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-533935
Border to Coast intends to appoint a partner organisation to support core capabilities
necessary to manage its existing infrastructure and achieve its future ICT objectives. This
includes the oversight of the existing infrastructure and provision of corporate ICT
solutions to enable Border to Coast to operate its core business using latest technologies
deployed in a modern and flexible environment. The ICT Managed Service will manage
and oversee the cloud based collaborative platform to allow Border to Coast to manage
and deliver its investment portfolio effectively and securely. This will include hardware,
infrastructure, communications, service support, cyber and data resilience capabilities.
Border to Coast currently operates on a single site with circa. 180 users, and has adopted
standard Microsoft 365 solutions, with additional Business Central (Finance), CRM and
Data modules deployed across the business.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-535382
Provision of 'routine' company secretarial services for the Client's Scottish limited companies and limited partnerships on an annual, recurring basis:
● Preparing and filing the confirmation statement
● Electronic filing of statutory forms at Companies House
● Maintaining the statutory registers in electronic format and making them available for statutory inspection
● Informing the Registrar of Companies of the location of the register of members
● Maintaining the hard copy statutory records (minute books etc)
● Preparing documentation to effect changes to directors'/secretaries' particulars
● Monitoring Companies House filings to help combat corporate identity fraud
● Providing facilities to allow the auditors to inspect and copy the statutory records and registers
● Verifying the statutory register details reported in the annual accounts
● Filing the annual accounts
● Providing reminders of deadlines for filing confirmation statements and accounts
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-435507
Border to Coast has propositions within Public Listed, Private Markets, and Real Estate asset classes that deliver investment opportunities and management to our Partner Funds, with specific systems in place for each asset class.
As part of our strategy to offer more capabilities to our Partner Funds and a unified approach to investments data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.
We engaged in a public procurement for the platform and are well progressed through that process. We require consultancy support to assist us with the implementation of the selected system, as set out below.
The platform needs to be integrated with our administrator and other third parties to enable us to gain efficiency benefits, manage from the perspective of the whole customer fund, and strategically implement the provision of new capabilities.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-543625
Grant Thornton to provide advice on the assessment and implementation of the Client Assets (CASS) arrangements within Border to Coast - phase 1.
Expected to be completed within 3 weeks with a draft report to be published by 2nd September.
3 suppliers were invited to quote.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-483199