Investment Manager Input Required
Annualised Alpha Target:
Investment Process Characteristics:
What We Need
We are screening Investment Managers that have European Subordinated Bond Funds for a new investment. Managers that are active in this asset class should respond with the following documents:
(1) Outlook on the European Subordinated Debt market covering:
- The investable universe (Financials, Insurance, Industrials etc...)
- Relative value insights versus other fixed income categories
- Insights on current and expected yield levels, risks and the NPL situation.
- Anything else you believe would help us in our investment decision process.
(2) Details on the fund(s) you have available for Institutional Investors in Italy. Including:
- A detailed product presentation covering your team, process and performance.
Dependent upon the quality of your inputs and product(s), we will be scheduling manager meetings in March and April.