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Lipper Alpha Insight - Fund Manager Chat

Sep 21, 2017

Mutual fund selectors and multi-managers have to undertake considerable research on the funds which make it into their approved lists or portfolios. The Due-Diligence Questionnaire (DDQ) or Request for Proposal (RFP) documents are a key part of this.

In this roundtable, key participants in the mutual fund selection...

Sep 6, 2017

Richard Romer-Lee is one of the UK’s most influential and high profile fund gatekeepers having established two successful fund consulting businesses.

In this podcast with Lipper's Head of UK & Ireland Research, Jake Moeller, Richard examines some of the key issues faced by the fund selectors in light of recent key...