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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 process outline how the standardisation of due-diligence documents might lead to better outcomes for end-investors in a world of increasing regulation.

In this podcast Lipper's Head of UK & Ireland Research, Jake Moeller, meets with Judy WEIGELT-NASH, Head of RFPs at Asset Management, Rob Sanders, Co-founder of DOOR and Nick Wood, Head of Investment Fund Research at Cheviot Investment Management.