Mandate Profile:
- Client Type: Corporate
- Initial Investment Volume: > 100 m. EUR
- Investment Universe: US Small Cap Equities, opportunistic investments (e.g. non-US small caps, US mid or micro caps) allowed
- Investment Restrictions: ESG considerations in the investment process are mandatory
- Benchmark: e.g. MSCI USA Small Cap, Russell 2000
- Target Tracking Error: not restricted
- Currency Hedging: unhedged
- Derivatives: Limited exposure to derivatives
- Investment Style: active, long-only (fundamental approaches)
- Investment Vehicle: Segregated Account (German “Spezialfonds”) or Mutual Fund
Deadline: Tuesday, February 8th, 2022 (COB)
