Investment Management Solution

Description

Fair4All Finance is seeking an Investment Management Solution. The requirements cover the installation and ongoing management of the solution. The ideal Investment Management System (IMS) will be a robust and scalable platform designed specifically to meet the unique needs of organisations engaged in social impact investment. It will offer a comprehensive suite of features and functionalities tailored to support the end-to-end lifecycle of social impact investments, including loans, interest-bearing equity, dividend-bearing equity, grants, guarantees, and impact measurement. Full details are enclosed within the procurement documents on Market Dojo. Lot 1: Fair4All Finance is a not-for-profit organisation founded in early 2019 to increase the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable, and appropriate financial products, and services in England. We have three main priority areas: • Expanding provision of affordable credit through a scaled community finance sector • Partnering with banks and financial service providers to support the delivery of products and services for customers in vulnerable circumstances • Developing and scaling products and services to address market gaps We deliver our mission through making social impact investments into community finance organisations. You can find out more about our strategy here. The Fair4All Finance investment team is managing a portfolio of social investments (debt, equity, quasi-equity, and grants) in affordable credit providers, with significant anticipated growth through 2024 and into 2025. The team is now seeking an affordable solution that will allow the Investment Team to make sound and effective investment decisions and to facilitate clear and accurate monitoring and reporting across the portfolio to both internal and external stakeholders. Data critical to supporting this portfolio is currently managed using Excel based tables. A successful solution will have: • Comprehensive functionality to support the execution and evaluation of social impact investments • Flexibility to adapt to our ways of working and reporting requirements • Excellent user experience, training, and vendor support to ensure usability across all of Fair4All Finance There will be circa 20 users of the solution within Fair4All Finance who will be managing up to 200 investments over the next five years. The estimated budget for this solution is between £200k - £250k plus VAT over the next five years, which will include initial purchase costs, implementation and annual maintenance fees.