Market research services

Tender description

Procurement for investment research services. Border to Coast requires investment research services for its internally managed investments, which mainly comprise of listed equities and fixed income products. It is Border to Coast’s intention to procure investment research services that offer both global and regional coverage. In the impending full procurement exercise (with OJEU Contract Notice published) which is expected to start at or around the last week of September 2019, each applicant will be welcome to tender offers for investment research services for either single or multiple jurisdictions depending on its level of expertise. Border to Coast will seek to appoint a combination of both regional and global providers, in order to provide the most comprehensive and high-quality investment advice and coverage. The evaluation metrics used will be the same used for each provider. The term of engagement is expected to be 3 years + 1 year + 1 year potential extensions and a combination of 3 to 6 Global coverage research providers, in addition to 3 to 6 regional specialist providers will be selected. In the interests of transparency, equality and fairness, Border to Coast is using this prior information notice to inform the market of its willingness to engage, meet and discuss products, services, cover and other details on offer by interested suppliers. Please register your interest in the procurement for investment research services by emailing procurement@bordertocoast.org.uk Meetings will be held before the issuing of the Tender documents and the OJEU notice and after suppliers have registered their interest in this procurement and have made arrangements for such meetings 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. Questions can submitted to procurement@bordertocoast.org.uk The invitation to tender is expected to be issued in w/c 23.9.2019.