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Swiss pension fund seeking ideas for low-volatility equity strategy

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A Swiss pension fund is seeking ideas for a factor-driven global developed market equities strategy and has set out its thinking on IPE Quest’s pre-request for proposal platform.

According to IPE Quest Discovery search DS-2523, the pension fund is contemplating allocating between CHF200-400m (€179-358m).

The strategy should remove downside risk from the global equity allocation.

“The desired strategy will show an asymmetric return pattern versus the market average with high relative returns in bear markets, market equivalent or similar in moderately positive returning markets and low relative returns in strongly positive returning markets,” said the pension fund.

It is open to a pooled mandate or segregated account. All stated returns should be gross of fees.

Interested parties should have a track record of at least five years and submit ideas by 15 April, at 5pm UK time.

Brunel Pension Partnership, one of the eight asset pools created by UK local government pension schemes, recently awarded a £400m (€467m) low-volatility global equity mandate.

The IPE news team is unable to answer any further questions about IPE Quest, Discovery, or Innovation 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 3465 9330 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-2543

    Asset class: Search of an Asset manager / Advisor managing / Advising a risk-based equity derivatives overlay program.
    Asset region: Global Developed Markets Equities, Global Emerging Markets Equities, Swiss Equities.
    Size: CHF 700-2100 million.
    Closing date: 2019-06-17.

  • QN-2544

    Asset class: Transitional Real Estate Debt.
    Asset region: North America (USA/Canada).
    Size: $50-100mn.
    Closing date: 2019-06-17.

  • QN-2546

    Asset class: Real Estate Equity Fund (non listed).
    Asset region: Europe.
    Size: Total CHF 600m, approx. CHF 100-300m per fund investment.
    Closing date: 2019-06-28.

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