Pension fund management 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. GBP 1.2 Billion and are expected to increase to c. GBP 5 Billion over the next 3-5 years and c. GBP 10 Billion 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.