Mandate Profile:
- Client Type: Corporate Pension Trust
- Initial Investment Volume: ca. 56 m. EUR
- Investment Universe: Global Equities (developed markets only, no emerging markets)
- Investment Restrictions: The focus should be on stock selection. Beta management should not play an essential role in the strategy; The client might choose one style neutral manager or split the investment volume between two complementary managers in terms of style and investment approach; No off-Benchmark allocation in emerging markets.
- Benchmark: e.g. MSCI World
- Target Tracking Error: not restricted
- Currency Hedging: unhedged
- Derivatives: allowed
- Investment Style: active, long-only (fundamental or quantitative investment approaches allowed)
- Investment Vehicle: Segregated Account (German “Spezialfonds”) preferred or Mutual Fund
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Deadline: Friday, January 21st, 2022 (COB)
