“Innovation” Equities

Mandate Profile:

  • Client Type: Foundation
  • Investment Universe: Global Equities Broad Market with focus on “Innovation”; strategies with regional focus (e.g. US, Asia, EM), different market cap focus (e.g. small cap, mid cap, large cap) and strategies with specific sector focus (e.g. Technology, Biotechnology, etc.) possible
  • Benchmark: e.g. MSCI ACWI Index, MSCI AC World Information Technology Index, Russell 1000 Growth Index
  • Tracking Error: not restricted
  • Currency Hedging: unhedged
  • Derivatives: allowed
  • Investment Style: active, long-only
  • Investment Vehicle: Mutual Fund (“Publikumsfonds”), min. 170 m USD fund volume required (mandatory!)

Deadline: Monday, July 13th, 2020 (COB)