Monitoring of External Funds and Managers
Monitoring of External Funds and Managers
PMI ACADEMY TRAINING SESSION BY investRFP
The process of searching for an asset manager, fund or strategy represents a challenge for investment teams, trustees and consultants. Based on asset allocation decisions the investment team faces the task of identifying the most suitable manager, fund or strategy in different asset classes.
investRFP.com was developed to provide asset owners an efficient digital tool to simplify the RFI, RFP and due diligence process. Investors have access to customizable questionnaire templates on ESG and sustainability topics and benefit from evaluation, reporting and documentation features on the platform.
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Fees
this is a members only webinar. -
2
speakers -
1 hour
of CPD -
Online
Zoom
Event Details
THE BASICS
By attending this training session, you will learn how to:
- Create and manage customizable ESG questionnaire templates
- Perform an ESG RFI, RFP or due diligence process individually or within a team
- Use sophisticated tools to analyse and evaluate ESG manager responses
- Enhance the information flow with external asset managers
- Request data from managers to meet ESG and sustainability reporting requirements
The training will also include a Q&A session.
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Speakers
Hear from the experts
Anete Liepina heads up ESG research and investor solutions at investRFP.com where she is leading all sustainability related activities. Anete collaborates with investors, asset managers and global standard setters in developing search, due diligence and ESG screening templates. Anete is also responsible for setting the IT development agenda related to sustainability reporting and documentation features based on feedback from investors and asset managers. In her previous roles Anete was founding partner of a non-governmental organisation with a focus on environmental issues and conducted ESG-focused research.
Albert Reiter has 30+ years of experience in capital markets and institutional asset management on the asset owner and asset manager side. As a digital pioneer he launched e-fundresearch.com, a leading fund research provider in continental Europe in 2000 and has been involved in ESG and sustainability work since 2001. Albert Reiter also initiated the development of the investRFP.com platform as a cloud-based tool meeting the requirements of pension funds and institutional investors in Europe, North America and Asia.
