INVESTOR Workshop led by investRFP.com (Registration)
Date: 23 October 2017
Time: 9:00 - 17:00
Location: Millenium Hotel - Knightsbridge
17 Sloane Street Knightsbridge London, United Kingdom SW1X 9NU
Free Passes for Pension Funds, Sovereign Wealth Funds & Family Offices
08:30 - 09:00 Registration & Breakfast
09:00 - 09:10 Welcome
Albert Reiter, CFA
Founder & CEO of investRFP.com
09:10 - 11:00 Asset Manager Search & Selection: Challenges for Investors
- Search new funds or asset managers in the global universe
- Change allocations and check how to (re-)allocate assets
- Invest new inflows of a growing asset base
- Monitor manager performance, costs and reporting standards
- Replace a fund or asset manager
- New requirements in the context of MiFID II
- Documentation of search and due diligence activities
- Working with consultants and service providers
Founder & CEO of investRFP.com
Susan Douse, Douse Associates
11:00 - 11:15 Morning Refreshments
11:15 – 12:45 How to set up the Asset Manager Search Process
- Fund & manager research process
- Databases, RFP platforms, web tools, consultants, advisors, service providers
- ESG integration in the fund and asset manager search process
- ESG: investor specific questionnaires vs. standard templates
- Fexible approach integrating individual criteria and questions in industry templates
- Real-time simulation of a search process on investRFP.com
- Best Practice in Fund & Asset Manager Search (2 Phase Search Process).
- Cost/benefit analysis for investors and asset managers
Albert Reiter, CFA
Founder & CEO of investRFP.com
Tomi Nummela
Associate Director, Investment Practices, PRI
Catherine Chen
Senior Manager, Investment Practices, PRI
12:45 - 14:00 Networking Lunch
14:00 - 15:30 LIVE Investor Search Request and LIVE Responses by Asset Managers
- Global Overview on standards for questionnaires (UNPRI, CFA Institute, AIMA, BVI, etc.)
- How to best structure and design a questionnaire and best practice examples (countries, asset classes and investor groups)
- LIVE: Small Group exercise: Create your own ESG Search Request based on PRI questionnaires and templates in less than 30 minutes (teams of max. four investors)
- LIVE: Sample Responses by asset managers (deadline: 30 minutes)
- Analysis of Responses, communication with asset managers, documentation and reports (30 minutes)
- Presentation of Search Requests, discussion and Q&A
Albert Reiter, CFA
Founder & CEO of investRFP.com
Tomi Nummela
Associate Director, Investment Practices, PRI
Catherine Chen
Senior Manager, Investment Practices, PRI
15:30 - 15:45 Afternoon Refreshments Break
15:45 - 16:30 New Trends in Fund & Asset Manager Selection
- Technology – Transparency – Efficiency - Costs
- Global standards matrix: investor groups - asset classes - countries
- Shifting priorities from gathering data to analysis and decision-making to best use limited resources
- Integrated platforms: Search – Due Diligence – Reporting
- Regulatory trends & developments (MiFID II, RegTech)
Albert Reiter, CFA
Founder & CEO of investRFP.com
16:30 - 16:45 Summary of Workshop and Q&A
For information & registration please contact
Anete Liepina, +431533344411, [email protected]
Albert Reiter, +431533344410, [email protected]
