P0701 RFI - Early Market Engagement for investment management solution and services

Description

The National Wealth Fund (“NWF”), 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 - https://www.find-tender.service.gov.uk/Notice/006286-2025. NWF wish to conduct further early market engagement prior to issuing a tender for services. The investment management solution (s) must include some or 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 such as IFRS ECL & economic capital calculations • Licenses and implementation services related to the above • Professional services related to the above NWF currently has a number of tools providing these services internally. The solution (s) & services need to be able to facilitate all our product sets, in 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). The solution(s) & services would need to be capable of supporting our users in daily workflows across our Financial Risk Management, Finance Operations, Financial Control, Portfolio Management and Treasury teams. The solution(s) & services will enable NWF to manage and monitor its investment in an efficient and transparent manner. As NWF are wholly owned by HMT, any solution & services must be capable of meeting our user requirements and offer value for money. Any dates or values provided as part of this notice are estimates only and are subject to change depending on wider approvals and feedback to the early market engagement.

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