The Boy Who Cried Wolf: Is An Inflationary Decade Ahead?

“…though the Villagers heard the cry, they did not run to help him as they had before. ‘He cannot fool us again,’ they said. The Wolf killed a great many of the Boy’s sheep and then slipped away into the forest.” Æsop

Key Takeaways

• Recent developments – politicians’… Read more

Insurance Company Fund Due Diligence

Austrian insurance company will launch a due diligence request for fund holdings and selected asset managers will be informed next week. The request will be based on the selection criteria defined by the insurance company and the annual due diligence questionnaire.… Read more

Asset Owner Diversity Charter – New Asset Manager Questionnaire on investRFP.com

investRFP.com supports the Asset Owner Diversity Charter by providing the digital platform to manage the Annual Asset Manager Diversity and Inclusion Questionnaire.

Asset owners have access to the questions and real-time answers of all asset managers
and invite… Read more

Merger Arbitrage Risk Premium (EUR 100 million)

German institutional investor – UCITS compliant – Deadline on 14 October, 2021.

Mandate size: EUR 100 million (perspective: EUR 400 million)

Further details available for asset managers on the platform: log in or request an account.

Agriculture & Forest Funds

Investor based in Austria searching for agriculture & forest funds – regional or global – equity, bonds or balanced/mixed assets.

Further details available for asset managers on the platform: log in or request an account.

Global Equity Value (EUR 50 million) Search Request

Institutional Investor based in Austria – Global Equity Value – EUR 50 million – Deadline: 28  September, 2021

Preference for Spezialfonds but UCITS will also be considered. Details to be defined at shortlist level.

Investment strategy: dedicated… Read more

Insurance company fund due diligence extended

A fund due diligence project on the investRFP.com platform managed by an insurance company was extended and new funds and asset managers were added. The deadline was set for asset managers who will see the due diligence request in their respective investRFP.com … Read more

HY Structured Credit / Securitized Credit (EUR 250 million) Search Request

Update: Deadline extended to 27 August, 2021

Institutional investor based in Germany – separate managed account – HY Structured Credit / Securitized Credit (EUR 250 million). Deadline: 20 August 2021.

Further details are available for asset managers… Read more

A Legal Framwork for Impact | UNEP FI – PRI – Generation Foundation

As the law on impact investing evolves, so are the related duties of asset owners to pursue impact investing and ensure that external managers reflect their goals.

“Asset owners delegating to investment managers need to satisfy themselves that the activities of… Read more

CFA Institute Diversity, Equity and Inclusion Code (USA and Canada)

“In March 2020, CFA Institute Inclusion & Diversity Steering Committee tasked the Diversity, Equity and Inclusion (DEI) Code Working Group (USA and Canada) with developing a set of principles to drive greater diversity, equity and inclusion within… Read more