Asset Class Modelling & Allocation Services
Estimated value
—
Awarded value
—
Suppliers
0
Lots
1
Published
08 Apr 2025
Description
LCIV wishes to procure data sets and modelling, scenario and risk analysis tools and related services which will be used to support the delivery of asset class modelling and allocation services to our Partner Funds, including advising on the appropriate risk profile for Partner Funds to take into account their strategic objectives and risk appetites. The data, tools and services must cover the full range of public and private market strategies used by the London Local Authority LGPS. LCIV is inviting suppliers to bid their respective solutions, including proof-of-concept presentations which will enable bidders to demonstrate (and LCIV to evaluate) detailed functional capabilities of the proposed solutions, and the method of delivery of these solutions to the authority. We anticipate that the appointed supplier will enter into a single agreement with LCIV for the provision of data and services and that such data and services will be allowed to be passed onto shared with our Partner Funds where they have a contractual agreement with LCIV for such services.
Scope
- Reference
- P00125
- Total value
- £2,700,000 including VATAbove the relevant threshold
- Commercial tool
- Standalone contract
- Contract dates
- 01 Jan 2026 to 31 Dec 2028Possible extension to 31 Dec 2032
Subject to satisfactory performance and ability to accommodate any service changed arising during the contract period, they initial contract period may be extended.
- Main category
- services
- CPV classifications
- 66151000
- Contract locations
- UK, United Kingdom
Award criteria
Criteria the buyer will use to evaluate bids.
| Name | Description | Type | Weighting |
|---|---|---|---|
| Ability to derive capital markets risk and return assumptions for the full range of public and private markets asset classes and to model and optimise these inputs | — | quality | 1.00% |
| Approach used to generate asset class assumptions and techniques used to model and optimise outputs under different scenarios. | — | quality | 2.00% |
| Experience and track record of delivering asset class modelling and allocation services to LGPS and other institutional investors | — | quality | 3.00% |
| Method of delivery of services to London CIV and its Partner Funds, and capacity to scale up the service to cover the full range of London CIV clients. | — | quality | 4.00% |
| Ability to incorporate climate scenarios and best practice in responsible investment into the asset allocation process. | — | quality | 5.00% |
| Cost of providing the services | — | cost | 6.00% |
Participation
Conditions suppliers must meet to bid.
Previous track record of delivering similar services within a related sector.
Submission & procedure
- Submission address
- Enquiries and Submissions may only be made via email to the following address: procurement@londonciv.org.uk
- Electronic submission
- No
- Procedure
- Competitive flexible procedure