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.
HOW IPE QUEST WORKS FOR ASSET OWNERS
An asset owner includes anyone who appoints an investment manager, whether internally or externally, to manage any part of its assets, such as:
Corporate treasury departments
Sovereign wealth funds
Foundations / Charities / Endowments
Consultants / advisors
Other institutional investors
HOW IPE QUEST WORKS FOR ASSET MANAGERS
An asset manager refers to the management of investments on behalf of asset owners, such as:
Traditional Asset Managers
Real Estate Investment Manager