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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

Experienced Pension Administrator

Salary: £25000 - £40000 pa

Location: Leeds, West Yorkshire

Defined Contribution Pension Consultant

Salary: £45000 - £55000 pa

Location: Hybrid - Manchester/ Leeds/ Birmingham/ Bristol/ London/ Edinburgh/ Glasgow

Pensions Administrators – All Levels

Salary: £30000 - £40000 pa

Location: Hybrid, with 1-2 days each week in one of the UK offices (Bristol, Edinburgh, Manchester or Ipswich)

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