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PMI Academy Partner: investRFP - Asset Manager & Fund Selection
7 March 2022

PMI Academy Partner: investRFP - Asset Manager & Fund Selection

Case study: How pension funds use technology to simplify the RFI, RFP & due diligence process

This Case Study describes how investRFP.com supported the manager search process:

The Objective

A pension fund investment team was searching for a Global Equity asset manager with a focus on ESG and sustainability based on minimum requirements, criteria and a set of questions.

The Challenge

The specific challenge was that data on new ESG requirements were not available and the asset manager universe was changing in a very dynamic way.

The Solution

For the pension fund the most time- and resource-efficient solution was using the investRFP.com platform again and following the best practice process for asset manager selection.

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Last update: 7 March 2022

Albert Reiter
Albert Reiter
investRFP.com
CFA Chief Executive Officer

Senior Pensions Administrator, In-house (Hybrid Working)

Salary: £20000 - £30000 pa

Location: Hybrid Working, 3 days office (Derbyshire) and 2 days at home

Pensions Governance Administrator, In-house Scheme (Hybrid Working)

Salary: £25000 - £35000 pa

Location: Option of working in the Southern (Surrey) or Northern office (North Yorkshire) and 3 days Home Working

Technical Consultant, In-house Scheme (Hybrid Working)

Salary: £40000 - £50000 pa

Location: Option of working in the Southern (Surrey) or Northern office (North Yorkshire) and 3 days Home Working