5 ways to win RFPs
Differentiate your fund and impress Asset Owners
Asset owners frequently depend on formal RFPs for manager selection. They seek independent validation of your investment approach and a user-friendly method for visualizing your fund’s performance and risk. When it comes to showcasing your Investment Process, be it Fundamental or Quantitative, including your Portfolio Characteristics, here are five methods to illustrate why your fund is the ideal choice.
1
Demonstrate your active and consistent investment style.
Show your potential clients that you can tailor your portfolios to their specific goals and preferences. Demonstrate how your portfolios align with their desired style factors, such as Value, Growth, Quality, Size, or a combination of these and other factors.
TIP 1
SHOW YOUR STYLE TILTS™ WITH INDEPENDENT VALIDATION
Simplify the complex. Visualization tools such as the industry-standard Style Skyline™ and the Master Style Skyline™, provide objective independent validations of your fund’s unique active investment style. Highlight how you stand out from others by analyzing more than 130 factors related to Fundamentals and ESG.
2
Showcase your historical performance and ability to generate alpha.
Every asset owner aims to surpass benchmarks in both favorable and unfavorable market conditions. To secure success in the RFP process, you must articulate your track record of generating alpha and provide transparent evidence of returns resulting from your strategic and tactical allocations or stock selections.
TIP 2
BREAK DOWN YOUR PERFORMANCE IN A COMPELLING VISUAL WAY
Illustrate performance related to both your equity factor allocation and stock selection with Style Mine, our factor performance attribution module.
3
Spotlight Your ESG Capabilities.
Increasingly, asset owners are placing a growing emphasis on ESG investing, sustainability, and reducing carbon footprints. Many aim to eliminate investments that do not align with their fundamental principles. ESG profiles frequently play a central role in their decision-making process and are a significant driving factor in their choice of investment managers.
TIP 3
BRING YOUR ESG PROFILE TO LIFE
Leveraging aggregated data from MSCI, ISS, Sustainalytics, and TruCost, you can present a concise and all-encompassing overview of your fund’s ESG (Environmental, Social, and Governance) exposures, complete with specific information about a portfolio’s carbon footprint.
4
Present your risk and liquidity profiles.
Asset owners seek managers with the ability to adeptly handle risk and uphold liquidity within predefined parameters, particularly during periods of market turbulence.
Analyze the risk associated with any fund by clarifying both top-down and bottom-up risk methodologies. Deconstruct its tracking error into components such as currency, country, sector, style, and stock-specific risk. Create visual representations to illustrate active share, and portfolio concentration and conduct equity factor risk attribution.
Instantly visualize how long it could take to trade a portfolio to cash, or track the benchmark passively.
TIP 4
SHOW YOUR ACTIVE
RISK AND LIQUIDITY
5
Differentiate your fund
Shine in RFPs and competitive evaluations. Demonstrate how your fund compares to other selected funds. Offer compelling visual representations of exposures in relation to peer groups and alignment with crucial factors.
TIP 5
SHOWCASE YOUR UNIQUE STYLE AND
FACTOR EXPOSURES AGAINST PEERS
Show how you compare to other funds within your peer group using our Peer Insights, offering factor transparency into a universe of competing funds.