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 six regions listed below which corresponds to the structure of the attached excel spreadsheet titled "Vendor Questionnaire".

• UK
• US
• Europe
• Developed Asia
• Emerging Markets
• Japan

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:

Lot 1 Individual countries (e.g. UK only, USA only or France Only etc.)

Lot 2 A singular region, as defined in the Vendor Questionnaire, which may include multiple countries but not necessarily all countries in the defined region.

Lot 3 Multiple regions as specified in the Vendor Questionnaire.

Lot 4 All regions.

Border to Coast seeks to appoint a combination of 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. Not all Lots will necessarily result in a contractual award.

The nature of the services required are detailed in the Vendor Questionnaire and clause 1 of the Research Services Agreement.

Should this procurement be successful, and a contractual relationship be created between Border to Coast and the successful applicants, the attached "Research Services Agreement" and "Research Services Terms" will be used. Minor amendments to these documents may be considered following the awards and any comments you have to these documents must be detailed as part of your submission where indicated within the attached Vendor Questionnaire.