Search
A request for information (RFI) / request for proposal (RFP) tool that enables asset owners to place mandates for asset managers. Typically, asset owners use this tool to create a questionnaire resulting in detailed data provided by a long list of relevant asset managers in an easily comparable format. The service is free to asset owners who can remain anonymous throughout. Managers pay a small fee to respond.
Discovery
A pre-RFI tool that enables asset owners to carry out preliminary searches for asset managers active in a given asset class and region. Typically, asset owners use this tool to research a new or existing asset class, for example, to present to their investment committee and board. The service is free to asset owners who can remain anonymous throughout the process. Managers pay a small fee to respond.
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Register here for an account. Asset managers automatically receive email notifications of all new Searches (RFI / RFP) and Discoveries (pre-RFI).
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Viewing the online criteria and application form is free. It is only when an asset manager decides to respond to a Search or Discovery that a small fee is Charged.
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During a live Search or Discovery, IPE Quest facilitates questions and answers between asset owners and managers.
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Responses are made via the online application form.
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Submissions are compiled in Excel and sent to the asset owner the day after the closing date.
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The asset owner reviews the information and contacts any manager(s) whose response is of interest.
Client testimonials
Quest enables me to feel the temperature of the market. I have looked at other services but never found anything as brilliant as IPE Quest. I looked for something neutral to assist in the manager search process and Quest is that neutral part of the chain; others seem to push towards certain managers.
- Consultant to German Pension funds and other capital gathering vehicles.
We feel that IPE Quest has all the managers we are looking for. The anonymity Quest provides is important because we don't want to be flooded with questions from managers at that stage of the process.
- Large Swiss Public Pension Fund.
Our experience of using IPE Quest has been very, very positive in terms of the breadth of managers on the platform and the anonymity Quest provides.
-Dutch second pillar pension fund.
The experience is very good - we get great support with structuring and implementing the search. A colleague spoke to me about researching managers in an asset class - I told him to use Quest. With Quest we can customise the search so we can exclude all the noise.
- Leading Austrian pension fund.
Quest is very efficient and well established with managers. Quest is our search tool, and it reaches quite far. If there is a manager we know and want to respond to a search we will tell them to take a look at our Quest search. Quest has produced responses from managers we haven't heard of.
- Large Swiss pension fund.
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