Assisted Search: Global Equities – Developed – Small Cap GEDSC210824 – Deadline 27th August
Deadline: Tuesday 27th August 2024
A European Pension Scheme is using CAMRADATA to run an Assisted Search for Global Equities – Developed Small Cap strategies.
All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 30th June 2024.
Assisted searches are run on behalf of institutional investors with specific search requirements. These are as follows:
| Asset Class | Global Equities – Developed Small Cap |
| Deadline | Tuesday 27th August 2024 |
| Management Approach | Active |
| Geographical Focus | Global Developed |
| Benchmark | Custom small cap benchmark, using Climate Transition Benchmark principles. MSCI World Small Cap benchmark will also work as a starting point. |
| Currency | USD |
| Fund Structure | Separate account required |
| Performance target | > 1%, net of fees |
| Size of Potential Mandate | USD 200 mln |
| Track Record | > 3 years |
| Hard requirements | Must exclude Emerging Markets, Cash must be <5%, Beta must be between 0.8-1.1%, team size > 4 FTE’s, manager should be able to run portfolio with lower carbon footprint. |
| Stage | Reviewing managers – looking to assign mandate in 6 months |
Please submit relevant vehicle(s) to assistedsearches@camradata.com