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Mandate roundup: IPE-Quest, Berkshire, Barnett Waddingham, NTMA

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A Dutch pension fund is tendering a $200m (€150m) small-cap equity mandate, using IPE-Quest.

The scheme conducting search QN 1438 said it was looking to invest in US and European core small-cap stocks, with the index-tracking mandate split evenly across the MSCI Europe Small Cap index and its US counterpart.

Companies applying should preferably have at least three years’ experience managing similar mandates, and $5bn in assets under management (AUM).

However, the fund did not require a minimum AUM for any existing passive small-cap mandates.

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Interested asset managers have until 19 August to apply, disclosing their gross of fees performance to the end of June.

Meanwhile, the Royal County of Berkshire Pension Fund has concluded a recent tender for a new scheme actuary.

Following the tender, which saw four companies apply, the £1.57bn local authority scheme re-appointed Barnett Waddingham as scheme actuary.

Lastly, Ireland’s National Treasury Management Agency (NTMA) is looking to appoint an investment consultant and pension administrator for its €75.9m staff pension fund.

The defined benefit scheme – currently 51% invested in equities, with a further 34.3% in bonds, 9.9% in alternatives and 4.2% in property – at the end of 2013 reported a deficit of €3.6m and returned €7.3m from investments.

The agency asked that all requests for proposals be submitted by 28 August.

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

Your first step in manager selection...

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

  • QN-2548

    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.

  • QN-2552

    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-2555

    Asset class: Real Estate.
    Asset region: European.
    Size: EUR 50 - 100 million.
    Closing date: 2019-07-22.

  • 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.
    Asset region: China A-shares.
    Size: Unit linked platform (0m USD in initial investment).
    Closing date: 2019-08-01.

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