Data and Platform Provider for Business Research and Analytics

Summary At Leeds Trinity University, we aim to acquire a hybrid-use data and analytics platform to support teaching, academic research, and practical applications in business, finance, and analytics.

Our goal is to implement a comprehensive solution that offers seamless access to high-quality financial and business data, advanced analytical tools, and user-friendly features ahead of the next academic year.

Any solution should meet the following high-level requirements: Data Access: - Comprehensive coverage of equity, fixed income, and macroeconomic data. - Access to financial statements (income statement, balance sheet, cash flow) and accounting data. - Integration of ESG metrics for sustainability-focused research and teaching. - Historical price history for backtesting and market analysis.

Platform Features: - Advanced tools for technical analysis, portfolio management, and risk assessment. - Ability to create, simulate, and analyze trading strategies and investment scenarios. - Data visualization tools for financial and business trends, with dashboard customization capabilities.

Integration and Accessibility: - Excel Add-In for efficient data extraction and manipulation. - Compatibility with platforms such as Power BI for enhanced data analysis. - Robust API for integration with teaching tools and custom research workflows (optional).

Ease of Use: - Intuitive interface suitable for undergraduate and postgraduate students. - Support for faculty and researcher workflows with customizable dashboards and data insights. - Accessibility for hybrid use (classroom and remote access).

Academic Pricing and Licensing: - Flexible pricing tailored to higher education needs. - Licenses for classroom teaching, individual research, and faculty use.

Training and Support: - Comprehensive onboarding and user support for faculty and students. - Training resources, including manuals, tutorials, and webinars. - Provision of user training certificates to support skill validation and learning outcomes.

Request for Information At this point the University is conducted research into availability, capability and indicative costs of systems only.

This is not a tender exercise and the University will not be scoring proposals or awarding any contracts as a result of this exercse.

Any interested suppliers should provide the following information to l.glasper@leedstrinity.ac.uk (Lyndsay): - A brief summary of how their solution would meet our high-level requirements. - Examples of their platform in use at other universities or academic institutions. - Indicative pricing tailored to academic institutions. - An estimated timeline for implementation, training, and support services.

The University may contact some suppliers to provide system demonstrations, which would likely take place in January 2025.