Diversity & Inclusion Request

Initiatives to support asset managers in creating a more inclusive culture and addressing diversity issues

The questionnaire builds a base for the Diversity and Inclusion Tool on investRFP.com enabling asset owners to screen their existing and prospective… Read more

Japan Equities Search Request

A search request for Japan Equity strategies (> EUR 100 million) – open to a specific universe of asset managers – was completed today at 13:00 CEST.

Further details available for invited asset managers: log in or request an account.

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.

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

Fund Due Diligence Request

Review 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.

Low Carbon Global Equity (UCITS)

New 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.

For further details please log in or request an account.

ESG Fund Due Diligence Request

Initial 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

A 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

CSRD – Due Diligence of the Value Chain

In connection with the proposed DIRECTIVE OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL amending Directive 2013/34/EU, Directive 2004/109/EC, Directive 2006/43/EC and Regulation (EU) No 537/2014, as regards corporate sustainability reporting the issue of… Read more