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

EMEA Benefits Analyst

Salary: £40000 pa

Location: Birmingham, City Centre

Client Relationship Manager

Salary: £75000 pa

Location: Ideally 2 days per week in London/South East office. 100% remote will be considered for those outside of a commutable distance

Annual Events and Pensions Projects Lead Administrator

Salary: £42000 pa

Location: Hybrid working - Twice per week in Leeds office

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