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

Pensions Data Specialist

Salary: £35000 - £47000 pa

Location: London, West Yorkshire, Greater Manchester, Birmingham, Bristol, Scotland or Surrey, hybrid working

Pensions Communications Consultant

Salary: £40000 - £50000 pa

Location: Remote working (with occasional client meetings c.1 or 2 days per month)

Pensions Administrator

Salary: £28000 - £40000 pa

Location: London

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