The City Of Oulu, Corporate Administration (Hereinafter Also The Customer) Requests Your Offer For The Investment Portfolio Management System And Related Services In Accordance With This Request For Tender And Its Attachments. The City Of Oulu Is Acquiring A Portfolio Management Service That Covers The Needs Related To Investment Activity Reporting And Income Monitoring, Accounting, Up-To-Date Portfolio Management And Responsibility Reporting. The City Of Oulu Prefers Investment Solutions That Are Climate-Friendly And Take Responsibility Factors Into Account. With The Help Of Responsibility Reporting, The City Of Oulu Monitors The Implementation Of The Principles Of Responsible Investment Operations And Possible Norm Violations. The Portfolio Management System Must Produce Comprehensive Risk Reporting And Enable Monitoring Of Portfolio Risk Limits. The Service Must Be Offered Using The Saas (Software As A Service) Model, Where The Infrastructure Of The Services Is Located On The Premises Of The Provider Or Its Designated Subcontractor. In Addition To The Maintenance Of Servers And Backups, The Service Provider Must Also Take Care Of The Information Security Of The Services Offered Over The Network. The Procurement Unit Must Be Able To Use The Service Over The Network With A Clear And Logical User Interface. The Most Important Indicators Of The Investment Portfolio Must Also Be Available Via Mobile Devices. The Service Must Be Offered In Finnish. In Addition, The Service Must Produce Material For The Accounting Interface On All Investment Instruments (Excl. Target Companies And Direct Real Estate Investments), Regardless Of The Way The Actual Asset Management Is Carried Out And The Trading Counterparties.
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