Financial consultancy services

Tender description

Procurement for alternatives due diligence provider. Border to Coast has recently launched its alternatives private markets structure and has commenced making capital commitments on behalf of its investors. Current assets under management are c. 1 200 000 000 GBP and are expected to increase to c. 5 000 000 000 GBP over the next 3 — 5 years and c. 10 000 000 000 GBP over the longer term. In order to support the internal investment resources, Border to Coast is seeking an advisor/consultant to provide the following core services: — investment due diligence support, — operational due diligence support, — market and strategy research and portfolio construction support, — Investment book of record (IBOR) reconciliation. Border to Coast is also interested in the following ancillary services from the same advisor/consultant: — portfolio analytics to support portfolio monitoring, analysis, cash flow forecasting and client reporting, — compliance monitoring support, — co-investment due diligence support. This prior information notice relates specifically to the procurement for alternatives due diligence provider. Please register your interest in the procurement for alternatives due diligence provider by emailing: procurement@bordertocoast.org.uk The documentation required for the procurement process will be available via our procurement portal in due course. If you are not currently registered as a supplier, please do so now to avoid delays once the RFP is released. We suggest one primary contact is used per organisation. If there is a more appropriate contact within your organisation, please let us know. Border to Coast will be hosting a webinar on 6.8.2019 at 02.00 p.m. BST to discuss the service requirements in more detail and to answer questions from interested parties. If you wish to reserve a place on the webinar, please contact Border to Coast on procurement@bordertocoast.org.uk to register your interest. A recording of the webinar will subsequently be available for any organisation that is unable to attend the webinar, via email from procurement@bordertocoast.org.uk The invitation to tender is expected to be issued in w/c 11.8.2019.