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Investment Management Solution & related professional services for the National Wealth Fund Limited

Tender Overview

LOCATION

United Kingdom, United Kingdom

VALUE

£18,600,000

DEADLINE

February 13, 2026 at 14:00

CATEGORY

Other

CPV CODE

72000000

REFERENCE

007211-2026

Project Timeline

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Contact Information

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View Original

Original Tender Description

The National Wealth Fund Limited ("NWF"), the successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of £27.8 billion, with at least £5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel. This aligns with the principle of achieving policy objectives via sound banking. Our private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least £5 million. NWF have previously undertaken early market engagement for an Investment management solution and related services NWF now wish to undertake a tender for the appointment of a supplier to provide an investment management solution and related professional services. The investment management solution must include all of the below relating to the financial and operational lifecycle of a deal post go-live, namely:- • Investment set up (booking a deal) • Output for the purposes of accounting in-line with International Financial Reporting Standards (IFRS). • Investment management of a deal (calculation of cashflow) • Investment closure (ending a deal) • Risk management of a deal • Licences and implementation services related to the above • Integration support to NWF solutions • Migration of NWF deals/loanbook • Professional services related to the above NWF currently has a number of tools providing these services internally. The solution and services need to: • be able to facilitate all our product sets, including but not limited to:- Debt (bullet repayment loan, amortising loan, revolving credit facility, bridge finance, bonds and portfolio loans such as warehousing), Guarantee (financial guarantee, performance, inflation linked, credit enhancement & first loss) and Equity (ordinary shares, preference shares, fund investments, convertible loan notes, PIK shares). • be capable of supporting our users in daily workflows across our Financial Risk Management, Finance Operations, Financial Control, Portfolio Management and Treasury teams to enable NWF to manage and monitor its investment in an efficient and transparent manner. • be capable of meeting our requirements and offer value for money. NWF is seeking to appoint one contracting entity to provide the services under this competitive flexible procedure. Further detail is included in the procurement documents pack made available by NWF in respect of this tender notice.
⚠️

MANDATORY EXCLUSION GROUNDS

  • Not specified in the provided information.
✓

ELIGIBILITY REQUIREMENTS

  • The supplier must be a single contracting entity.
  • The supplier must be capable of providing an investment management solution and related professional services.
🔧

TECHNICAL CAPABILITY REQUIREMENTS

  • The investment management solution must cover the full financial and operational lifecycle of a deal post go-live.
  • The solution must include investment set up (booking a deal).
  • The solution must provide output for accounting in-line with International Financial Reporting Standards (IFRS).
  • The solution must include investment management of a deal (calculation of cashflow).
  • The solution must include investment closure (ending a deal).
  • The solution must include risk management of a deal.
  • The solution must include licences and implementation services related to the core functionalities.
  • The solution must provide integration support to existing NWF solutions.
  • The solution must support migration of NWF deals/loanbook.
  • The supplier must provide professional services related to the investment management solution components.
  • The solution must be able to facilitate all NWF product sets, including Debt (bullet repayment loan, amortising loan, revolving credit facility, bridge finance, bonds, and portfolio loans such as warehousing).
  • The solution must be able to facilitate all NWF product sets, including Guarantee (financial guarantee, performance, inflation linked, credit enhancement & first loss).
  • The solution must be able to facilitate all NWF product sets, including Equity (ordinary shares, preference shares, fund investments, convertible loan notes, PIK shares).
  • The solution must be capable of supporting users in daily workflows across Financial Risk Management, Finance Operations, Financial Control, Portfolio Management and Treasury teams.
  • The solution must enable NWF to manage and monitor its investment in an efficient and transparent manner.
  • The solution must be capable of meeting NWF's requirements.
💰

FINANCIAL REQUIREMENTS

  • The solution and services must offer value for money.
  • The estimated contract value is 18,600,000.0 EUR.
📋

SUBMISSION REQUIREMENTS

  • Bids must be submitted by the deadline: 2026-02-13T14:00:00+00:00.
  • Further detail and specific submission instructions are included in the procurement documents pack made available by NWF.

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DOC
OCDS Record
OCDS Data007211-2026_ocds_record.json
Summary:
The National Wealth Fund Limited seeks a single supplier to provide a comprehensive investment management solution and related professional services, covering the full financial and operational lifecycle of diverse investment products and integrating with existing NWF systems.
DOC
OCDS Release Package
OCDS Data007211-2026_ocds_release.json
Summary:
The National Wealth Fund Limited seeks a single supplier for a comprehensive investment management solution and related professional services, covering the full financial and operational lifecycle of diverse investment products and integrating with existing NWF systems.
PDF
Official PDF Version
Administrative Documents007211-2026_official.pdf
Summary:
The National Wealth Fund Limited is tendering for a comprehensive investment management solution and related professional services to manage the full financial and operational lifecycle of diverse investment products, requiring capabilities for deal setup, accounting, cashflow calculation, risk management, integration, and migration.
HTM
Tender Notice
Administrative Documents007211-2026.html
Summary:
The National Wealth Fund Limited is seeking a single supplier to provide a comprehensive investment management solution and related professional services, covering the full financial and operational lifecycle of various investment products, including implementation, integration, and migration.

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67
Good

Tender Quality Score

This tender for an Investment Management Solution provides a clear description of technical requirements but is significantly hampered by the absence of specified evaluation criteria and lack of electronic submission, impacting overall transparency and fairness.

Score Breakdown

Legal Compliance75/100

The procedure type and CPV codes are appropriate, and deadlines are reasonable. However, the absence of explicitly stated mandatory exclusion grounds and full evaluation criteria in the provided summary is a notable legal compliance gap, assuming these are not fully detailed in the complete procurement documents.

•Missing mandatory exclusion grounds in the provided summary
•No evaluation criteria specified in the provided summary
Clarity70/100

The description of the required investment management solution, its functionalities, and supported product sets is very clear and detailed. However, the complete absence of evaluation criteria significantly reduces the clarity for potential bidders regarding how their proposals will be assessed.

•No evaluation criteria specified
Completeness65/100

Basic information, value, duration, and detailed technical requirements are provided. However, critical procedural elements such as comprehensive eligibility criteria, mandatory exclusion grounds, and evaluation criteria are missing from the provided information. A minor inconsistency exists regarding 'Divided into Parts' versus 'single contracting entity'.

•Missing comprehensive eligibility criteria in the provided summary
•Missing mandatory exclusion grounds in the provided summary
Fairness60/100

The lack of specified evaluation criteria and the absence of electronic submission are significant concerns for fairness, as they hinder transparency and equal access for all potential bidders. The technical requirements appear robust and not overtly tailored.

•No evaluation criteria specified
•No electronic submission (e-submission)
Practicality60/100

The absence of electronic submission is a major practical drawback in modern procurement, potentially increasing administrative burden for bidders. Other practical details like contract start date and duration are clearly specified.

•No electronic submission (e-submission)
Data Consistency85/100

Most key fields are populated, and dates are logical. There are no reported disputes or suspensions. A minor inconsistency exists between the 'Characteristics: Divided into Parts' and the statement 'NWF is seeking to appoint one contracting entity'.

•Minor inconsistency: 'Divided into Parts' vs. 'single contracting entity'
•Missing 'Liable Person' field
Sustainability40/100

While the National Wealth Fund's mission includes significant green investment objectives, the tender itself does not explicitly incorporate green procurement, social aspects, or innovation focus in its requirements for this IT solution.

•No explicit green procurement criteria
•No explicit social criteria

Strengths

Clear and detailed description of the required investment management solution and its functionalities.
High estimated value indicates a significant strategic project.
Early market engagement was undertaken, suggesting a well-considered need.
Comprehensive list of financial product sets to be supported.
Value disclosed and contract duration/start date specified.

Concerns

Absence of specified evaluation criteria.
Lack of electronic submission (e-submission).
Missing mandatory exclusion grounds and comprehensive eligibility criteria in the provided summary.
No explicit sustainability, social, or innovation criteria for the procurement itself.
Minor inconsistency regarding 'Divided into Parts' vs. 'single contracting entity'.

Recommendations

1. Ensure full evaluation criteria, including weighting and methodology, are clearly published in the complete tender documents.
2. Implement electronic submission for enhanced accessibility, efficiency, and transparency.
3. Clearly state all mandatory exclusion grounds and comprehensive eligibility criteria.

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B
Tender Quality Score
67/ 100 · Good
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