Tender: Sustainability, Climate and Impact Data Services for Investment Portfolio Management – Border to Coast

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Border to Coast is seeking suppliers for sustainability and climate data services to support implementation of its Responsible Investment and Engagement Strategies, including portfolio risk management, investment decision-making, stewardship activities, external reporting and Partner Fund support. The required information and analytics include sustainability metrics and assessments; controversy and conduct-related indicators; human rights and international norms data; nature and biodiversity data; climate and net zero analytics (including emissions, transition analytics and scenario analysis); and sustainable bond and impact data such as use-of-proceeds, labelled bond data and impact measurement to support portfolio monitoring, risk management and reporting. The procurement is expected to be structured across three Lots (Lot 1: sustainability data; Lot 2: climate and transition data and analytics; Lot 3: sustainable bond and impact data) with indicative values of Lot 1 £0.8m–£1.4m (+VAT), Lot 2 £0.8m–£1.4m (+VAT), Lot 3 £0.3m–£0.8m (+VAT) and a total indicative value of £2.8m (+VAT). The solution should be provided under an enterprise-wide licence with coverage across listed equities, corporate and sovereign credit, private markets and real estate, include appropriate redistribution rights for Partner Funds, and be capable of integrating with Border to Coast's Investment Research and Data Platform, including BlackRock Aladdin.