Bespoke service free to all sizes and types of asset owner - anonymity guaranteed
Easily compare up-to-date asset manager performance and key data
Identify managers from an extensive database of over 1,800, including boutiques and IPE Top 500 Asset Managers
Over 1,500 tenders placed since 1999 covering all asset classes and sizes
Questionnaire templates available or customize your own
Use for RFI/RFP (Search) and pre-RFI (Discovery) to:
create a long-list of asset managers
review your appointed manager(s)
identify a back-up manager
research new asset classes and innovative opportunities
use in conjunction with other search methods to broaden an existing list
Keep informed of all new asset owner tenders across all asset classes and regions with IPE Quest email alerts by registering free of charge
Tender for new business on a level playing field
Opportunity to promote your company to key asset owner decision makers
Facilitate questions and answers between asset managers and asset owners for live Searches and Discoveries
21-year track record of working with asset managers of all types and sizes within all asset classes and regions
Reply to tenders with an easy to use online application form
Upload supplementary documents to support your online tender submission
Confidential: - no information shared with third parties
A request for information (RFI) / request for proposal (RFP) tool that enables asset owners to place mandates for asset managers. Typically, asset owners use this tool to create a questionnaire resulting in detailed data provided by a long list of relevant asset managers in an easily comparable format. The service is free to asset owners who can remain anonymous throughout. Managers pay a small fee to respond.
A pre-RFI tool that enables asset owners to carry out preliminary searches for asset managers active in a given asset class and region. Typically, asset owners use this tool to research a new or existing asset class, for example, to present to their investment committee and board. The service is free to asset owners who can remain anonymous throughout the process. Managers pay a small fee to respond.
“Asset owner” includes anyone appointing an asset manager, whether internally or externally, to manage any part of its assets, such as:
Pension funds
Corporate treasury departments
Insurance companies
Sovereign wealth funds
Central bank
Foundations / Charities / Endowments
Investment banks
Multi-managers
Family offices
Private banks
Consultants / advisors
Other institutional investors
“Asset manager” refers to the management of investments on behalf of asset owners, such as:
Traditional Asset Managers
Real Estate Investment Manager
Alternative managers
Boutique managers
Investment banks
Multi managers
Hedge Funds
REITs
SRI/ESG Managers
AI managers
Placement agents
Third-party marketers
| QUEST TYPE | ID | QUEST DETAILS | CLOSES | |
|---|---|---|---|---|
| Search | QN-2916 | Global ex Switzerland Large Cap Equity &/or Global ex Switzerland Small Cap Equity, Both Passive, Unhedged | 15 Nov 2024 | |
| Discovery | DS-2917 | Developed Markets - Global or regional (i.e. North America only or Europe only) Infrastructure Equity - Unlisted | 15 Oct 2024 | |
| Discovery | DS-2918 | Company Profile - you are invited to reply free of charge | 30 Nov 2024 | |
| Search | QN-2919 | Global Equity, Small Cap Core, Passive | 24 Oct 2024 | |
| Search | QN-2920 | Global Equity, Small Cap Core, Active | 24 Oct 2024 |
