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...