Source: https://tendernation.io/opportunities/01a13c42-2527-706e-80ab-5d4b45937f82/procurement-for-investment-research-services

closed GB open procedure

# Procurement for Investment Research Services

[Border to Coast Pensions Partnership Ltd](https://tendernation.io/buyers/border-to-coast-pensions-partnership-ltd)

Open field

Estimated value

Not stated

Published

17 Dec 2019

Deadline

Closed

31 Jan 2020

## Who can bid

- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

## About this tender

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".

â&#128;¢ UK

â&#128;¢ US

â&#128;¢ Europe

â&#128;¢ Developed Asia

â&#128;¢ Emerging Markets

â&#128;¢ 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.

Read full description

## CPV classification

Market research services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/99fc76a6-df43-46f5-b722-d4d3fe6e380d)

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