Asset Manager Responses to Diversity & Inclusion Request

The first Reponses to the Request issued by the Asset Owner Diversity Charter signatories based in UK were created by asset managers.

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

RFI: Passiv Custom ESG/GHG Global Small/Mid Cap hedged to CHF Index replication mandate

Swiss Investor – CHF 200 million index replication mandate

Deadline: 29 November, 2021

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

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

Portfolio Management: Investment Manager Selection

Jeffrey 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