Public Market Database Subscription

Award outcome

Description

INTRODUCTION Nest is looking to procure one database to support the research activities of the Public Markets team, which is responsible for selecting and monitoring equity and fixed income external fund managers. The purpose of this notice is to identify solutions that can meet our specific requirement. Data will be used to screen investment strategies across quantitative (including performance, volatility, drawdown analysis, AUM) and qualitative (including investment philosophy, strategy, and ESG approach description) data points. Other use cases include the possibility to compare fund managers against industry benchmarks and custom peer group universes and to run holding-based analysis (to understand style drift, style factor analysis and the main contributors and detractors from performance). Nest is open to committing for up to a three year subscription if an appropriate discount is offered. MINIMUM REQUIREMENTS The database must provide all of the following: - The data needs to cover a comprehensive set of global and regional fund managers and investment strategies and include information on separately managed accounts, with at least at least 25,000 long-only strategies and 2,500 managers - The Supplier must supply an option to subscribe to a dataset ONLY with no requirement to subscribe to additional services (e.g. consultancy services). - The Supplier's licence must allow Nest to use the data as specified in the introduction. HOW TO RESPOND We are seeking expressions of interest from suppliers that can provide the above product to the minimum requirements by 5pm, 6th September 2024. Please provide the information below in an email with the Subject Line "TEN-2425-025 Public Market Database EOI" addressed to [email protected] by the deadline. Company Name Company Website (link to details of product being proposed) Contact Name Contact Phone Number Contact Email Address Name of Product Does your offering meet ALL of the minimum requirements set out above? Yes/No Please note: Nest will not consider solutions that do not meet the minimum requirements. Contract value and contract dates provided on this form are arbitrary - we would expect suppliers to provide us with costs when we ask you for quotes and the dates of contract will be decided when the contract is entered (including length of subscription committed to

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