Best Practice in Asset Manager & Fund Selection
Best Practice in Asset Manager & Fund Selection
PMI ACADEMY TRAINING SESSION BY investRFP
The process of searching for an asset manager, fund or strategy is a challenge for investment teams, trustees and consultants. Based on ALM studies and asset allocation decisions the investment team faces the task of implementing the right investment strategy and to identify the most suitable manager, fund or strategy in different asset classes.
The investRFP.com platform was developed to provide asset owners an efficient digital tool to simplify the RFI, RFP and due diligence process.
The structure and design of investRFP.com 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.
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Fees
this is a members only webinar. -
1
speakers -
1 hour
of CPD -
Online
Zoom
Event Details
THE BASICS
Participants in the training sessions will be in a position to successfully use the platform and
- Manage an RFI, RFP or due diligence process individually or within a team
- Use sophisticated tools to analyse and evaluate manager responses
- Enhance the information flow with external asset managers
- Request data from managers to meet ESG and sustainability reporting requirements
The training session will also cover recent academic research on asset manager selection in public and private markets and include a Q&A session.
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Speakers
Hear from the experts
Albert Reiter has 30+ years of experience in capital markets and institutional asset management on the asset owner and asset manager side. As a digital pioneer he launched e-fundresearch.com, a leading fund research provider in continental Europe in 2000 and has been involved in ESG and sustainability work since 2001. Albert Reiter also initiated the development of the investRFP.com platform as a cloud-based tool meeting the requirements from pension funds and institutional investors in Europe, North America and Asia.