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IPE special report May 2018

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Swiss institution tenders CHF100m equity mandate using IPE Quest

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An undisclosed institutional investor in Switzerland has tendered a CHF100m (€96m) Swiss equity mandate using IPE Quest.

According to search QN-2082, “knowledge and experience with the Swiss institutional funds and/or institutional clients is an advantage”.

The investor calls for a “clear, active style”, able to adapt to market conditions.

Small and mid-cap-focused mandates will not be considered.

The mandate calls for a minimum track record of five years.

The investor expects an annual outperformance of 2-3% per annum, gross of fees.

Tracking error should range between 2% and 6%, using the SPI Index.

Fund managers should have a minimum of CHF1bn in assets under management in Swiss equities “across the different funds/mandates”.

Interested parties should state performance, gross of fees, to the end of March.

The IPE 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 directly 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.

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    Asset class: CLOs.
    Asset region: Global.
    Size: USD 50m.
    Closing date: 2018-05-22.

  • QN-2436

    Asset class: Real Estate - Core Open-ended Real Estate Equity Fund (non-listed).
    Asset region: Asia Pacific.
    Size: Approx. CHF 70-100m per investment.
    Closing date: 2018-05-25.

  • QN-2438

    Asset class: High Yield Bonds.
    Asset region: US.
    Size: USD 300 million.
    Closing date: 2018-05-25.

  • RE-2441

    Closing date: 2018-05-31.

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