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About
You
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Strategy
Information
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Total
Assets Under Management:
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Amount
Available for Investment:
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Geographic
Preference:
(multiple selections allowed)
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Strategy
Preference:
(multiple selections allowed)
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If other please specify:
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Maximum
Exposure to a Single Fund:
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(please specify)
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Fund
Criteria
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Average
Holding Period Per Investment:
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Preferred
Profile of New Fund Manager:
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Importance of Manager's Personal Investment:
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Preference
of Location of Fund Risk Management / Control
Process:
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Preferred
Incentive Fee Accounting:
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Preferred
Investment Structure:
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Manager
Sourcing
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Percentage
of Manager Sourcing:
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Minimum
track record considered:
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About
Due Diligence
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Importance
of...
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Please
rank 1 - 10 (1 = most important) |
Fund Manager's background profile (CV etc):
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Understanding
the research process:
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Detailed
understanding of trading methodology:
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Disclosure
of liquidity, trading costs, other costs:
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Transparency
of risk profiles:
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Audited,
secure, robust IT systems:
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Independent
Administration:
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Quality
of Service Provider(s)
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Management
Team and Staffing:
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About
Investor Relations / Service Reporting
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Preferred
access to prospectus/offer memorandum:
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Preferred
period of NAV reporting:
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Access
to NAV reporting figures:
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Questions/Comments
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Other
Questions or Comments:
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