RFPnetworks

𝐕𝐞𝐫𝐬𝐢𝐨𝐧 20 𝐮𝐩𝐝𝐚𝐭𝐞: 20 major new releases to optimize and elevate your investment manager selection process. 𝐁𝐨𝐨𝐤 𝐚 𝐝𝐞𝐦𝐨 or 𝐬𝐭𝐚𝐫𝐭 𝐟𝐫𝐞𝐞 here https://lnkd.in/e8kySVGs

When selecting investment managers, Operational Due Diligence (ODD) is often a secondary step. But does that make sense? Imagine performing investment due diligence (IDD), finding a great manager, and then starting ODD... only to uncover red flags. 🚩 Now you’re back at square one, wasting time and opportunity costs, working through your second, third, or fourth choice. Wouldn’t it be smarter to involve ODD early, running a parallel due diligence (PDD) process? Remove uninvestible managers while performing IDD, saving time and aligning your team. If you do, efficiency is key - you don’t want ODD wasted on managers who fail IDD or vice versa. RFPnetworks is an enterprise application designed for PDD processes. It's how the largest investors globally are now working. Taking bites out of the apple to uncover the core to check it is not rotten. It's a modern approach that works well, saves valuable team time, and results in a robuster learning process. _________________ 💡Follow RFPnetworks for 3 tips/week on Investment Manager Selection.

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In this series we break down a generic investment manager selection process into 4 key steps. This first post explores the proprietary tools developed at RFPnetworks for Quantitative analysis. In future posts, we will walk through the other steps. 💡 Follow RFPnetworks to stay informed. Or start using our tools for here: https://lnkd.in/e8kySVGs

We engage with many professional investment manager selectors at institutions and private banks. They are all similar but very different in terms of the tools they need. Lets review them: THE QUANTIES - Introverted analyticists. Often quiet. They love number crunching and let the numbers drive their decisions. They love our quantitative toolbox - it helps them interpret performance. THE QUALIES - Usually louder. They ask a lot of questions to get behind the numbers to the story. Their goal is to understand the fund or portfolio managers DNA. They love our qualitative toolbox - it gives them the real story. THE MEET & GREETERS - These ones are very sociable. They take the time to look the lead managers in the eyes, build a relationship that can last for years. They love our collaboration toolbox - it ensures they meet the right managers. THE DILIGENCE GEEKS - These ones are tough. They leave no stone unturned. For them, it's not about numbers or stories. It's about everything. They love our governance toolbox - it gets them the forensics. With so many different types of professional investment manager selectors, we have had to build more and more tools every year since 2012. Now everyone's happy. Except for one group: THE WINERS & DINERS - We don't meet these. They don't use tools so RFPnetworks can't help them. _____________ 💡Follow RFPnetworks for 3 tips/week on Investment Manager Selection.

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Performance is just the tip of the investment manager selection iceberg. Databases give you that. But they don't tell you what's under the water. Let's be honest. Performance databases are problematic. Not just because of the extortionate price. Not just because of the fact they do not cover all manager funds and SMA possibilities for all asset classes. No, the problem lies deeper. Performance data is only a fraction of what investment manager selectors need. What team, process, portfolio, risks are behind those numbers? You just don't know with just performance data. You have to get under the surface. No-one wants to appoint an investment manager that sinks the portfolio. You can avoid that by evaluating deeper. That's why at RFPnetworks we give you performance data AND all the other quantitative and qualitative insights required to perform a comprehensive investment manager evaluation. All wrapped in 20 powerful proprietary engines. Here's how it works: https://lnkd.in/e8kySVGs _________________ 💡Follow RFPnetworks for 3 tips/week on Investment Manager Selection.

Who were the net inflow winners in 3Q24? And which asset classes drove that success? 𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐚𝐬𝐬𝐞𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐭𝐨 𝐫𝐞𝐩𝐨𝐫𝐭: 1. State Street Global Advisors reached a record of quarterly net inflows of $100 billion, driven primarily by Cash inflows of $54 billion. 2. J.P. Morgan Asset Management has Q3 2024 long-term net inflows of $72 billion. 3. BlackRock total net inflows of $221 billion were dominated by inflows for Equity ($74 billion) and Fixed Income ($62 billion) products. 4. Morgan Stanley Investment Management Management total Q3 net inflows came in at $16.6 billion, of which $7.3 billion are long-term assets. 5. Blackstone saw $29.2 billion total net inflows in Q3 2024 of which $27.8 billion in Credit & Insurance. This was similar to Q2 where Credit & Insurance also saw the majority of their net flows. 6. DWS Group total net flows reached €18.3 billion. This was their second-highest quarterly net flows since becoming public back in 2018. 7. Apollo Global Management, Inc. reached $29 billion in total net flows in Q3, with Credit posting the majority of net inflows at almost $27 billion. 8. UBS saw a strong increase specifically in their fixed income product net inflows with $5.3 billion. 9. PIMCO also saw strong Q3 2024 net inflows at €25 billion. This is the story so far. Many managers still need to report. What we can say is that there are some clear winners emerging in the asset raising race in 2024. ____________ Source: www.rfpnetworks.com 💡Follow RFPnetworks for 3 tips/week on Investment Manager Selection.

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Doing your homework on an investment manager before meeting them allows you to focus on the detail that matters. The result is a more informative meeting for everyone. ___________ 💡Follow RFPnetworks for 3 tips/week on Investment Manager Selection.