Pensions Management Institute Academy Training Session by (Members Only) | 8 November 2022

Monitoring of External Funds and Managers

The process of searching for an ESG or sustainability asset manager, fund or strategy is a challenge for investment teams, trustees and consultants.

The platform was developed to support asset owners by providing an efficient digital tool to simplify the RFI, RFP and due diligence process.

The structure and design of as a cloud-based request platform is flexible and can be applied in different organisational structures. In smaller pension funds one or two team members manage requests on the platform for all investment teams and asset classes and in larger organisations multiple teams with up to ten or more team members use the platform. Overall, asset owners domiciled in 26 countries and asset managers located in 69 countries globally have been active users of the platform so far.