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Swiss pension fund looks to invest €30m in small, mid caps

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  • Swiss pension fund looks to invest €30m in small, mid caps

IPE  QUEST - A Swiss pension fund is looking to invest as much as CHF40m (€31m) in small and mid-cap equity, using IPE Quest.

Quest search QN1166, put out by an investment consultant on behalf of the unnamed Swiss fund, seeks to invest in as many as four mutual funds for global small and mid-cap equities, with each investment being no more than CHF10m.

Publicly available pooled funds will also be considered, with investments allowed in US dollars and euros, in addition to Swiss francs.

The consultant said there was no preference as far as investment style.

The Dow Jones Global Small Cap index, as well as its mid-cap equivalent, will be employed as the benchmarks, with managers expected to outperform these targets each year once fees have been determined.

No restriction has been placed on tracking error.

Managers hoping to be considered should have at least five years' experience investing in the field, as well as a matching track record, and prove significant specialisation in its investment approach.

All submissions are due by 10 Mach, with applicants asked to submit at least five years of performance data as at the end of December.

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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  • QN-2444

    Asset class: Trade Finance.
    Asset region: Global.
    Size: USD 10m.
    Closing date: 2018-06-25.

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