Procurement for Investment Research Services

Border to Coast is inviting tenders for the provision of investment research services for its internally managed investments, comprising of listed equities and fixed income products.

The internal team is separated into the six regions listed below.

It is Border to Coast's intention to procure investment research services that offer both global and regional coverage of the above listed regions. Applicants can apply for only one of the following Lots:

Border to Coast seeks to appoint a combination of all country, regional and multi-regional providers, in order to provide comprehensive, high quality coverage. Given that comprehensive, high quality coverage is the priority of this procurement, the number of selected providers may vary and will be determined by the results of the procurement process only. The evaluation criteria used will be the same for each provider. For scoring purposes, the providers will be grouped and compared to other providers who applied for the same Lot(s). Not all Lots may result in a contractual award.

The documentation required for the procurement process will be available via our procurement portal Proactis at https://procontract.due-north.com/Login. If you are not currently registered as a supplier, please do so now to access the Invitation to Tender. We suggest one primary contact is used per organisation.

The invitation to Tender is being issued with this contract notice today on 21 October 2019.