238 Responses to ESG Requests

Asset owners registered on the investRFP.com have free access to 238 detailed responses (plus draft responses) from asset managers to five key ESG requests (as per 30 June 2021):

(1) Diversity and Inclusion Tool, (2) Active Ownership and Voting,  (3) Climate-RelatedRead more

Climate Transition Credit Strategy

Wells Fargo Asset Management Launches Climate Transition Credit Strategy

Wells Fargo Asset Management (WFAM) today announced the launch of its Climate Transition Global Investment Grade Credit to help investors simultaneously achieve their climate and financial… Read more

Choosing Investment Managers and Monitoring their Progress

Amit Goyal (University of Lausanne and Swiss Finance Institute), Sunil Wahal (Arizona State University) and M. Deniz Yavuz (Purdue University) provided valuable insights in pre-hiring returns, pre-existing personal connections between decision makers (published

Read more

New Searches in Equity and Bond Asset Classes > EUR 1 billion

A number of new Search Requests were issued this week to asset managers defined by investors. Notification messages were sent to all asset managers invited. Total RFP volume > EUR 1 billion.

For further details please log in or request an account.

Infrastructure Debt Emerging Markets – USD 150 million

New Search Request issued by an institutional investor based in Germany, USD 150 million, global focus, USD or EUR currency, senior secured issues.

For further details please log in or request an account.

The Return of inflation: a Jurassic Risk?

The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. … Read more

Best Practice in Asset Manager Search & Selection

Asset manager & fund selection is a critical step in implementing any investment program or strategy. The investment policy statement and the investment objectives have important implications for asset manager & fund selection.

The process of hiring

Read more

investESG.eu – QNG Workshop – Banken-Symposium Wachau – BSW on 1 July 2021

We are pleased to host a workshop at the upcoming Banken-Symposium Wachau – BSW on 1 July, 2021.

This year’s symposium will focus on “Green Banking”. Albert Reiter, CFA, CEO investESG.eu & investRFP.com and Roland Kölsch, Managing… Read more

Swiss Equities Active – CHF 200 million

New Search Request issued by an institutional investor, CHF 200 million, Benchmark: SPI Index, Currency: Swiss Franc (CHF), unhedged; Specific level of expected outperformance (alpha) over a 3y rolling horizon.

For further details please log in or request Read more

A push for the inflation agenda

Since last year, the market has been absorbed into the reflation theme. This has pushed inflation breakevens to their highest levels in 5 years. Are those higher inflation breakevens justified and will a new environment where inflation plays a bigger role change… Read more