Mandate Profile:
- Client Type: German Family Office
- Initial Investment Volume: 25 m. EUR
- Investment Universe: US All Cap Equities
- Benchmark: e.g. MSCI USA IMI Net Return Index, Russell 3000 Net Return Index
- Target Tracking Error: not restricted
- Currency Hedging: unhedged
- Derivatives: allowed
- Investment Style: active, long-only
- Investment Vehicle: Mutual Fund (UCITS)
- Client Preferences: Sustainability should be an integral part of the investment process; opportunistic international exposure permitted; dedicated growth or value-focused approaches are also considered
Deadline: Wednesday, July 1st, 2026 (COB)
