Asset Class
Management Approach Active Passive Active / Passive
Geographical Focus AsiaEuropeGlobalUKU/SN/A
Benchmark
Currency AUDCHFCNYDKKEURGBPSTGUSDYENZENAny Currency
Fund Structure PooledPooled / MutualSeparately managed accountETF
Performance Target
Size of Potential Mandate
Track Record 1 Year 3 Years 5 Years N/A
Any Restrictions / Hard Requirements
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Investor Profile (optional):
Accepted Legal Fund Structures (e.g. UCITS, SICAV etc.)
Stage Initial Research Looking for New Asset Manager Finalising Research Creating a Buy List Reviewing Incumbent Manager
Timescale Looking to assign mandate within 6 months Looking to assign mandate within 12 months No timescale
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Assisted Search Service Process: The Assisted Search is free of charge for institutional investors. We do not offer advice but facilitate the collection of this information. We check with all asset managers on an anonymous basis if they have a relevant fund(s), they wish to put forward for an Assisted Search. We will then collate the qualitative and quantitative information for the strategies, run performance reports and send the back to you. We also set up a custom universe on our online platform CAMRADATA Live for you so that you can view the asset manager vehicles in more detail at any time. There is no charge for this service, all we ask for is feedback on the information provided.