Standard questionnaire for manager selection
Institutional investors select asset managers using their own selection procedures or with the help of investment consultants. In doing so, they use many different questionnaires.
Together with investment consultants, BVI has therefore developed a standard questionnaire for the general part of the selection process. The questions mainly concern company-specific information on the respective asset manager. The standardisation enables
- a more uniform questioning process,
- shorter response times,
- and reduction of errors.
Being an open document, the questionnaire can be transferred into the respective company layout.
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