Best Practice in Asset Manager
Investor Requests issued in 25 Countries
Austria, Belgium, Bulgaria, Croatia, Czech Republic, Denmark, Estonia, France, Germany, Hungary, Italy, Latvia, Liechtenstein, Luxembourg, Malta, Norway, North Macedonia, Poland, Romania, Serbia, Slovenia, Slovakia, Switzerland, United Kingdom, United States (Investor domiciles of RFI, RFP, due diligence and other requests).
Investors and asset owner groups on the platform include Pension Funds, Insurance Companies, Sovereign Investors, Central Banks, Commercial Banks, Private Banks, Corporates, Fund Selectors, Family Offices, Foundations and other investors.
“investRFP.com as a digitized evaluation platform was especially useful to me
in that it reduced and streamlined the manual effort to capture, compile and manage
the overall selection process. The Fund’s Board of Trustees selection committee
used the platform to effectively and efficiently screen, evaluate and rank
RFP respondent’s qualifications and other information that was provided.”
CFO, U.S. Public Pension Fund
Top 5 Asset Managers
The asset manager ranking by number of responses (Top 5): BlackRock, JPMorgan, Fidelity, Goldman Sachs, Schroders (as per 31 March 2021)
Top 50 Asset Managers
The following 50 asset management companies ranked on top based on the number of responses to investor requests on investRFP (as per 31 March 2021, in alphabetic order):
Aberdeen Standard, AllianceBernstein, Allianz Global Investors, Amundi, Aviva Investors, AXA IM, BlackRock, BlueBay, BMO, BNP Paribas, BNY Mellon, Candriam, Columbia Threadneedle, Credit Suisse, DWS, Erste AM, Fidelity, Fisher Investments, Franklin Templeton, Goldman Sachs, Hermes, HSBC, Invesco, J. Safra Sarasin, Janus Henderson, JPMorgan, Jupiter, Lazard, LGT Capital Partners, Lombard Odier, M&G, Man Group, Metzler, MFS, Morgan Stanley, Neuberger Berman, Ninety One, NNIP, Nomura, Pictet, PIMCO, Quoniam, Robeco, Schroders, State Street Global Advisors, T.Rowe Price, UBS, Unigestion, Union Investment, Wellington
A number of leading asset management companies in specific asset classes (passive, private equity, private debt, alternatives, infrastructure, etc.) are also active on the investRFP platform but do not rank on top as the number of private markets and alternative requests is smaller. Major companies include Blackstone, Carlyle, CVC, KKR, Partners Group, Vanguard, etc.
ESG Tools & Solutions
Since 2017 asset owners have been working with information provided in responses to the ESG and RI Integration in Asset Management request. Asset owners can use individual ranking functions in their asset manager & fund selection process to meet diverse ESG disclosure requirements. It provides 130+ Asset Management company Responses to 14 Due Diligence questions issued by PRI.
Due to asset owners’ demand for topic-based ESG evaluation options four further tools were launched to source and rank information on Diversity & Inclusion, Climate Change, ESG Research & Information, Active Ownership and Voting.
The ESG Screening tool with a customizable default questionnaire and free access to an ESG questionnaire database enables asset owners to flexibly combine their individual requirements with the Best Practices of the industry in order to screen their existing asset managers and potential future asset managers. Investors use all services at no cost.
Asset owners also benefit from valuable content and ESG perspectives presented on investESG.eu, a dedicated ESG online media platform providing asset owners and other readers restriction-free access to an industry-relevant ESG investing discourse, expert insights and research resources committed by various standard setters, interdisciplinary experts, asset owners and managers worldwide.
Innovation & Technology
We monitor the evolution of Best Practice Processes globally and work with asset owners and asset managers to continuously develop the platform. The users of the platform are at the center of our attention.
“It’s not about how users operate the platform but how the platform serves its users.”
(in analogy to a quote by Jeff Lawson, Founder and CEO of TWILIO and author of the book “Ask Your Developer”)