PMI Crest


PMI Academy Partner is an independent platform supporting pension funds and trustees to best manage the asset manager search and selection process. developed powerful tools to enhance the RFP process for pension funds and their service providers.

Using Technology to Simplify the RFP Process

The regulatory challenges for pension funds have been rising over the past few years continuously. New sustainability disclosure and reporting requirements are addressed and new investment policies and strategies are developed.

Selecting asset managers, performing due diligence and managing the information flow between pension funds and asset managers requires the application of a disciplined and structured approach. does not provide investment consulting services but pension funds can optionally work with service providers on the platform.

Flexible Request Platform is used by pension funds to issue requests for mandates, funds, strategies, due diligence activities as well as reviews in a flexible way.

Pension funds define the format, the timeline, the minimum requirements and the individual content of the questionnaires as well as the level of transparency for the request. Investors get access to the global universe of providers.

After the deadline pension funds get online access to asset managers’ responses for screening and analysis. The integrated message system enables efficient communication with asset managers.

Investors use analysis and scoring tools to define the shortlist of asset managers. Further (on-site) due diligence and selection decisions are finalized outside the platform.

Benefits for Pension Funds

  • Pension funds register and use the platform at no cost.
  • Access to an unbiased universe of asset managers globally.
  • Requests (RFIs, RFPs, Due Diligence, Reviews, etc.) are created in a flexible way.
  • Pension funds benefit from questionnaire templates available on the platform. 
  • Data analysis tools are used and information is managed and documented.