A UK-based Asset Management firm engaged us to run a full RFP to assist them in defining an enterprise solution for an off-platform analytics calculation engine
We ran a full RFP, helping capture and document the detailed business requirements and drafting the RFP document on behalf of the client and helping them agree a long list of possible partners.
The RFP covered integration across their Portfolio Management, Order Management and decision-making tools as well as across their Risk and Performance platforms. Scope was across a variety of asset classes, including Bonds (e.g. MBS, ABS, Corp, Govt) and OTC Derivatives (IRS, CDS, CDSI, IFS, TRS)
We managed the publication of the RFP and subsequent engagement with the respondees, consolidating feedback and presenting back to stakeholders and co-ordinating the Q&A and scoring processes.
Ultimately, a preferred partner was selected and the implementation managed in-house by the client’s internal change management function