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Swiss consultant seeks to invest CHF50m in convertible bonds

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  • Swiss consultant seeks to invest CHF50m in convertible bonds

IPE QUEST - A Swiss investment consultant is advising investors about investing CHF50m (€40m) in global bonds, using IPE Quest.

In Quest search QN1151, the consultant is conducting a search on behalf of a number of pension funds across Europe, with clients in Switzerland and the UK highlighted.

The CHF50m would be allocated to between two and four mutual funds, with exposure to US Dollar, Euro, Swiss Franks and Pound Sterling welcome. Despite the investors' wish to be exposed to a number of currencies, the assets will not be hedged.

The convertible bonds would be of global unrestricted quality, using the UBS global convertible bond index as a benchmark.

The returns are set in risk-adjusted performance "consistent and superior" to the benchmark each year.

The tender adds: "The manager must show special experience/dedication to this asset class, as well as a significant specialisation in this complex asset class."

Interested parties should apply by 13 January, stating their performance to the end of September 2010.

The IPE.com news team is unable to answer any further questions about IPE Quest tender notices to protect the interests of clients conducting the search. To obtain information direct from IPE Quest, please contact Jayna Vishram on +44 (0) 20 7261 4630 or email jayna.vishram@ipe-quest.com.

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IPE QUEST

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IPE Quest is a manager search facility that connects institutional investors and asset managers.

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    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 300-400m.
    Closing date: 2019-07-30.

  • QN-2549

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 300-700m.
    Closing date: 2019-07-30.

  • QN-2550

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

  • QN-2551

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

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    Asset class: Fixed Income, High Yield (Active).
    Asset region: High Yield (US).
    Size: CHF 500-600m.
    Closing date: 2019-07-29.

  • QN-2553

    Asset class: Fixed Income, High Yield (Passive or Passive Enhanced).
    Asset region: High Yield (US).
    Size: CHF 500-1'100m.
    Closing date: 2019-07-29.

  • QN-2554

    Asset class: Global Real Estate (Equity, unlisted Funds).
    Asset region: World (ex-Switzerland).
    Size: CHF 200 mn (potential for further growth).
    Closing date: 2019-08-07.

  • QN-2556

    Asset class: FX Hedging.
    Asset region: Global.
    Size: Mandate size of CHF 1.5 bn.
    Closing date: 2019-08-09.

  • QN-2557

    Asset class: All/large Cap Equities.
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    Size: Unit linked platform (0m USD in initial investment).
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