Best Practice in Asset Manager and Fund Selection

investRFP is an innovative tool to support investors in their selection process.

UK Equity - EUR 100 million

Institutional investor based in Austria searching for a UK equity manager outperforming the MSCI UK Index with a low tracking error (enhanced passive mandate).

January 26, 2021 » Read more

Semi-Annual Fund Due Diligence

New Requests as part of the semi-annual fund and asset manager due diligence project of an investment team based in Austria were released to a selected group of asset managers.

January 12, 2021 » Read more

Global Green Bonds active

Swiss institutional investor launched a manager selection process for an active Global Green Bond (Investment Grade) mandate, active management, investment size CHF 100 million (with growing plans over the next 3y).

December 17, 2020 » Read more

Bitcoin Tracker

Retail and wealth management banking group based in the D/A/CH region searching for Bitcoin tracker products or related digital/crypto assets. Retail distribution agreement planned.

December 14, 2020 » Read more

Green Bond Fund - hedged in CHF

Wealth manager based in Liechtenstein searching for a green bond fund (CHF 10 million investment size) with min. three years track record and strategy AUM of min. CHF 100 million.

November 10, 2020 » Read more

Due Diligence Request

A new Request on was issued by a fund selection group as part of a wider due diligence project which is performed on an annual basis. Asset managers were informed and have access to the questionnaire on the platform.

October 27, 2020 » Read more

350+ Investors

Get unbiased access to the global Asset Manager universe and the most recent information tailored to your unique Search Request requirements. Use your own questionnaires or easily customizable industry templates in an innovative and flexible Request format. Source information from Asset Managers to meet Due Diligence, Peergroup Review, Disclosure and Reporting requirements. Benefit from a highly time- and cost-effective integrated process for Analysis, Selection, Feedback, Documentation and one-click Reporting.

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1700+ Asset Managers

Get notified on investment Search, Due Diligence, Peergroup Review, Disclosure and Reporting Requests free of charge. Don’t miss the opportunity to provide Investors with your most current information specifically required for unique Requests from Investors which conventional databases might fail to deliver. Contact Investors using a Request related message system. Keep Investors up to date with your Company Profile, News Feed, SRI Online Catalogue and other ESG information and data.

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ESG Tools on investRFP

Since 2017 mainly institutional investors have been using the ESG and RI Integration in Asset Management catalogue with ranking functions as an enhancing ESG tool in their fund/asset manager selection process and to meet diverse ESG disclosure requirements. It provides 130+ Asset Management company Responses to 14 Due Diligence questions issued by PRI.

Due to investors’ demand for topic based ESG evaluation options three further tools were launched to source and rank information on Climate Change, ESG Research, Active Ownership and Voting in asset management. The ESG Tool Set was presented to investors on 18 December 2019 during the ESG Briefing for Investors in cooperation with CFA Society Austria.

The ESG Screening tool with a customizable default questionnaire and free access to an ESG questionnaire database enables investors to flexibly combine their individual requirements with the Best Practices of the industry in order to screen their existing asset managers and potential future investments. Investors use all services at no cost.

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