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.

Inflation-Hedging Strategies 2021

Asset managers provide information on inflation-hedging strategies to investors. The set of questions was developed by a group of investors based in AT, DE, CH and CEE in 2020 and 2021.

Further details are available for asset managers on the platform: log in or requestRead more

Due Diligence on Company and Fund Level

International insurance group extended the company and fund due diligence requests for selected asset managers.

Deadline 31 December, 2021

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

 

European Middle Market Direct Lending – EUR 500+ million

German institutional investor – geographic focus on Western Europe incl. UK, CH and Nordics

Mandate size starting at EUR 500 million and increasing over time.

Deadline: 26 November, 2021

Further details available for asset managers on the platform: log Read more

Merger / Risk Arbitrage Request – EUR 40 million

Investor searching for asset manager, 3 year track record, at least weekly liquidity, focus on liquid market-neutral/event arb strategy, de-correlated from equity markets.

Deadline: 19 November, 2021

Further details available for asset managers on the platform:… Read more

European Microfinance Fund – CHF hedged

Wealth manager is searching for a European microfinance fund with a share class hedged in CHF.

Deadline: 22 October, 2021

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

Due Diligence on Company and Fund Level

International insurance group released annual company and fund due diligence requests for selected asset managers to review and update.

Deadline 15 November, 2021

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

 

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.