IFC Investment Portfolio Valuation System

  • ISSUE DATE AND TIME: May 04,2021 08:00
  • CLOSING DATE AND TIME: Jun 11,2021 17:00

                                           CLOSING DATE AND TIME:  JUNE 11, 2021 @ 5.00 PM EST

IFC is seeking the procurement of a valuation platform for its Investment Portfolio. The new platform is expected to provide solid information to its financial statements and portfolio management through:

·        Model management capability to distribute, update and maintain valuation models.

·        Intuitive user interface to enable productive navigation and efficient usage

·        Full work-flow capability to enhance communications and control

·        Integrated Analytics and reporting capabilities

IFC invests in emerging market and most of IFC’s investment are private in nature.  It is important that the new platform covers the following type of financial instruments:

·        Equities – both listed and unlisted

·        Fixed income instruments – both listed and unlisted

·        Unlisted derivative instruments

The new platform will be one of the core IFC systems and it will need to be integrated tightly within IFC’s IT architecture. 

The solicitation may be obtained by sending an email to the designated Category Manager, referencing the following information:

1. RFP number & name

2. Company Name

3. Contact Person Name and Title

4. Address

5. Telephone Number

6. Fax Number

7. Contact's Email Address

A copy of the solicitation will be sent to organizations that have replied to and are eligible to receive this advertisement. All requests and questions regarding this solicitation shall be directed to the following designated Corporate Procurement Category Manager(s): 

Claudiu Danciu at cdanciu@worldbank.org (mailto:cdanciu@worldbank.org)

The World Bank Group (WBG) will disclose or exchange certain proprietary and confidential information, and they desire that the recipient keep such information confidential, and use it only in connection with the following purposes: To participate in an RFP process whereby, Offeror will be given access to the relevant WBG internal “Official Use Only” or “Confidential” documents.  A signed Non-Disclosure Agreement (NDA) will be required prior to releasing the solicitation.  Parties will receive the NDA via email and will be required to return the signed NDA prior to receiving the solicitation documentation.

The WBG reserves the right to publicly disclose contract award information, including but not limited to, name of company receiving the award, brief description of services, and contract award amount, for any contract award valued over US$250,000. Offeror's proposal and contractual documents will remain confidential and therefore not subject to disclosure.

The World Bank reserves the right to reject any or all responses without recourse.