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Registered in U.S. Patent and Trademark Office, Reg. No. 6,015,817, March 24, 2020
investRFP.com is an information service of e-fundresearch.com Data GmbH, Universitätsring 10, 1010 Vienna / Austria
European Loans: An attractive investment proposition
/in Asset Manager Strategies /by RedaktionGovernments and Central Banks continue to implement loose monetary policy and expansionary fiscal stimulus in response to the Covid-19 pandemic, inflationary pressure is rising within global markets. Consequently, treasury yield curves have steepened and… Read more
The Boy Who Cried Wolf: Is An Inflationary Decade Ahead?
/in Asset Manager Strategies /by Redaktion“…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
Portfolio Management: Investment Manager Selection
/in Allgemein /by RedaktionJeffrey C. Heisler, PdD, CFA and Donald W. Lindsay, CFA
CFA Institute provides a series of readings directly from the CFA® Program curriculum (available for members).
Refresher Reading – 2021 CFA Program – Level III – Reading . 33
Fund Due Diligence Request
/in Search & Due Diligence Requests /by RedaktionReview and update of a large fund due diligence request of an insurance company operating in a number of European countries. Asset managers were notified when new funds were added to the universe of funds.
For further details please log in or request an account.
Inflation is hot news in 2021, but a cool down may be round the corner
/in Asset Manager Strategies /by RedaktionJonathan Baltora , Head of Sovereign, Inflation and FX, AXA IM Core
Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.
However,… Read more
Low Carbon Global Equity (UCITS)
/in Search & Due Diligence Requests /by RedaktionNew request issued by an investor based in Germany. Focus on low carbon strategies. UCITS to be included in new fund of fund structure to be launched. Deadline on 31 May, 2021 – 13:00 CEST.
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Integration of ESG factors in RFPs
/in Research & Studies /by RedaktionPRI provides five modules in their Investment Manager Selection Guide which support asset owners in their selection process and the integration of ESG factors:
Module 1 describes a process followed by an asset owner to develop a responsible investment policy… Read more
ESG Fund Due Diligence Request
/in Search & Due Diligence Requests /by RedaktionInitial ESG fund due diligence questionnaire issued by financial institution. Information from funds and asset managers to build a comprehensive ESG fund universe. Asset managers invited to participate were informed and the request was allocated to selected… Read more
Inflation Hedging Strategies 2021
/in Search & Due Diligence Requests /by RedaktionA group of investors from Germany, Switzerland, Austria and CEE (aggregate AUM > EUR 100 billion) created a set of questions on inflation hedging strategies in April 2020 when inflation was in their focus.
Today the risk of inflation is even more on the agenda. … Read more
The Steinbrenner Syndrome and the Challenge of Manager Selection
/in Research & Studies /by RedaktionThe Financial Analysts Journal publised an article by Michael L. Troutman on the impact of plan sponsors’ focus on past performance in asset manager selection. Cognitive errors lead investors to value strong performance in previous periods and to confuse