Open Requests for Proposals (RFPs)

Reply to open RFP: Bindal polymers pvt ltd

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1. Basic information

Investment consultant
Aug 28, 2019
Bindal polymers pvt ltd
2 million usd
Oct 30, 2019
Oct 30, 2019
Oct 30, 2019

2. Investment criteria

Private capital
Distributing
India

Legal requirements

Fees and costs

5%
2%
2%
1%
1%
2%
Both possible

Track record

1 million usd
$1m
$1m
7%
Sep 30,2019
gross of fees
10 years
10 years

3. Questionnaire

1. Institutional assets under management worldwide in millions of USD (i.e 10,000,000,000 = 10,000)
2. Institutional assets under management for this asset class/region in millions of USD (i.e 500,000,000 = 500)
3. Total assets under management for this asset class/region in millions of USD (i.e 500,000,000 = 500)
4. Number of institutional clients for this asset class
5. State the number of mandate wins within this asset class for the 3 years to the end of the month stated in the search criteria
6. State the total amount in millions of USD involved with these wins
7. State the number of mandate losses within this asset class for the 3 years to the end of the month stated in the search criteria
8. State the total amount in millions of USD involved with these losses
9. Name the product/strategy for this asset class which forms the basis for your response to this request for information (15 words max.)
10. State the inception date of this product/strategy
11. Outline your investment management philosophy and process for this product/strategy (250 words max.)
12. State the benchmark against which you manage this product/strategy (if none, please state none)
13. 1 year annualized performance return for this product/strategy to the end of the most recent quarter
14. 2 year annualized performance return for this product/strategy to the end of the most recent quarter
15. 3 year annualized performance return for this product/strategy to the end of the most recent quarter
16. 4 year annualized performance return for this product/strategy to the end of the most recent quarter
17. 5 year annualized performance return for this product/strategy to the end of the most recent quarter
18. 1 year annualized performance return for your stated benchmark to the end of the most recent quarter
19. 2 year annualized performance return for your stated benchmark to the end of the most recent quarter
20. 3 year annualized performance return for your stated benchmark to the end of the most recent quarter
21. 4 year annualized performance return for your stated benchmark to the end of the most recent quarter
22. 5 year annualized performance return for your stated benchmark to the end of the most recent quarter
23. 2 year ex-post tracking error
24. 3 year ex-post tracking error
25. 4 year ex-post tracking error
26. 5 year ex-post tracking error
27. 2 year information ratio
28. 3 year information ratio
29. 4 year information ratio
30. 5 year information ratio
31. State the base currency used to calculate all of the below performance records
32. Provide a short commentary to accompany your performance returns - for example an explanation for periods of out-performance and/or under-performance, etc. (100 words max.)
33. State whether your performance data is for a composite, carve out, single portfolio etc., and provide details of how your performance data has been put together (200 words max.)
34. Detail your standards for investment performance reporting (eg GIPS or other levels of comliance/verification) including specific reference to the performance returns provided in the request (50 words max.)
35. Please state whether your firm offers management of this asset class through a segregated account, a pooled account, or both
36. Please supply any additional information or comments (200 words max.)
37. If you wish to add a legal disclaimer please do so here


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