Mandate Profile:
- Client Type: Foundation
- Initial Investment Volume: 150 m. EUR
- Investment Universe: Global Developed Equities, Opportunistic Investments (e.g. Emerging Markets or Global Small Caps) allowed
- Investment Restrictions: Managers must incorporate ESG criteria in their investment process and implement client specific exclusion list; Emerging Markets allocation possible up to 10%; segregated mandate has to be managed with max. 40% North America allocation
- Benchmark: e.g. MSCI All Country World Net Return Index, MSCI World Net Return Index
- Target Tracking Error: not restricted
- Currency Hedging: unhedged
- Derivatives: allowed
- Investment Style: active, long-only
- Investment Vehicle: German “Spezialfonds”
Deadline: Tuesday, August 2nd, 2022 (COB)
