Asset Liability Management Model

Published facts

What the notice says

Buyer

BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

Published status

complete

Latest release reference

021415-2026

CPV codes

Common Procurement Vocabulary (CPV) codes: 48441000

Published tags

award, contract

Latest record Bidwake loaded from this source

27 Aug 2026

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).

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Observed notice trail

How the published record developed

Events follow the publisher date where one is available. “Seen by Bidwake” is the date this service first found the record.

1. Planning notice observed

   8 Jul 2025

   Latest variant observed by Bidwake on 16 Jul 2026.

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   Record references

   Release reference

   038264-2025

   Published tags

   planning

2. Planning notice observed

   8 Jul 2025

   Latest variant observed by Bidwake on 16 Jul 2026.

   Open this official Find a Tender notice

   Record references

   Release reference

   038276-2025

   Published tags

   planning

3. Tender notice observed

   29 Aug 2025

   Latest variant observed by Bidwake on 16 Jul 2026.

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   Record references

   Release reference

   052503-2025

   Published tags

   tender

4. Award notice observed

   3 Nov 2025

   Latest variant observed by Bidwake on 16 Jul 2026.

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Awards and suppliers

Published award and contract facts

• Asset Liability Management Model

  Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDSupplier: Ortec Finance

  End date in notice

  10 Mar 2029Date from the linked contract

  Value shown in notice

  £3,600,000Value from the linked contract

  Official source

  Open the official Find a Tender notice for Asset Liability Management Model

  About this figure

  • This figure comes from the linked contract record. Overall totals continue to use the separately published award value.
  • The dates published for the award and the linked contract do not agree. A contract end date is shown only when the linked records agree.

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  Source

  Find a Tender

  Award or lot reference

  1

Related evidence

Published terms and linked processes

• Renewal information is statedLot 1Published 8 Jul 2025.Open supporting notice 038264-2025
• Renewal information is statedLot 1

  The initial contract length will be 6 years with the option of an additional 3 year extension

  Published 8 Jul 2025.Open supporting notice 038276-2025
• Renewal information is statedLot 1

  The initial contract length will be 6 years with the option of an additional 3 year extension.

  Published 29 Aug 2025.Open supporting notice 052503-2025

No exact source-published process relationship was found.