The advantages of II's search capabilities over our other origination processes are threefold: 1) We control the customization of the mandate; 2) Anonymity; 3) Interactive Q&A about the mandate. Their tool acts as an effective filter that has led to a more targeted and effective origination process for us.
Daniel MacDonald, Portfolio Manager, Alternatives - Ontario Teachers’ Pension Plan, Canada
We have been using II's search capabilities for two years and it has resulted in a number of new assignments for our firm. From a cost/benefit standpoint, this is one of highest return activities we use in the sales process.
Head of Institutional Sales (North America) Quantative Investment Manager, US
| MANDATE | # OF SEARCHES | # OF SEARCHES | |
|---|---|---|---|
| Africa | 2 | Global Small Cap | 4 |
| Asia ex-Japan | 4 | Hybrid EMD/EME | 1 |
| China | 1 | India | 3 |
| Developed Pacific | 3 | Japan | 4 |
| EAFE | 3 | Latin America | 3 |
| Emerging Markets Small Cap | 7 | Quant Emerging Markets | 1 |
| Europe | 7 | Quant US Large/All Cap | 1 |
| Europe Micro Cap | 1 | Russia | 1 |
| Europe SMID | 1 | Smart Beta | 4 |
| Frontier Markets | 1 | Swiss | 2 |
| Global | 14 | UK | 1 |
| Global (130/30) | 1 | US Large/All Cap | 7 |
| Global (Passive) | 3 | US Mid Cap | 2 |
| Global Emerging Market | 27 | US Small Cap | 4 |
| Global ESG | 2 | US Micro Cap | 1 |
| Global ex-US | 8 | Vietnam | 1 |
| Global ex-US Small Cap | 3 | TOTAL | 128 |
| MANDATE | # OF SEARCHES | # OF SEARCHES | |
|---|---|---|---|
| Acivitst | 2 | Long/Short Commodities | 4 |
| Asia Hedge Fund | 1 | Long/Short Credit | 5 |
| CTA/Systematic Futures | 6 | Long/Short Equity | 12 |
| Emerging Market Neutral | 2 | Long/Short REITs | 1 |
| Equity Market Neutral | 8 | Multi-strategy | 2 |
| ETF Arbitrage | 1 | Put-writing and options | 1 |
| Event-Driven | 2 | Relative Value | 6 |
| Fund of Hedge Funds | 3 | Stat Arb | 2 |
| FX Trading | 1 | Structured Credit | 2 |
| Global Macro | 4 | Systematic Diversified Risk Premia | 4 |
| Global Tactical Asset Allocation | 6 | Volatility | 1 |
| Latin America Hedge Fund | 2 | TOTAL | 78 |
| MANDATE | # OF SEARCHES | # OF SEARCHES | |
|---|---|---|---|
| ABS | 1 | Global IG Corporate Bonds | 1 |
| Absolute Return Fixed Income | 2 | Global Inflation-Linked Bonds | 2 |
| Asian Credit | 3 | Global Private Credit/Real Assets | 1 |
| Canadian Fixed Income | 1 | Global Sovereign Bonds | 1 |
| Core Fixed Income | 1 | Long-Duration Corporate Bonds | 3 |
| Emerging Market Debt (Local/Hard/Blended/Corporates) | 14 | Opportunistic Fixed Income | 2 |
| European Bank Loans | 2 | Passive Emerging Market Debt | 1 |
| Global High Yeild | 4 | Unconstrained Bonds | 3 |
| TOTAL | 46 |
| MANDATE | # OF SEARCHES | # OF SEARCHES | |
|---|---|---|---|
| Asian Real Estate | 1 | Long-only Commodoties | 1 |
| Emerging Manager Real Estate | 1 | MLP | 1 |
| Energy Privte Equity | 1 | Natural Resource Equity | 1 |
| European Core Real Estate | 2 | Opportunistic Real Estate | 2 |
| European Infrastructure | 1 | REITs | 3 |
| Farmland | 1 | Renewable Energy Private Equity | 1 |
| Global Core Real Estate | 2 | Timberland | 1 |
| Global Infrastructure | 7 | US Core Real Estate | 4 |
| Japanese Infrastructure | 1 | US Triple Net Lease Real Estate | 1 |
| Liquid Real Assets | 4 | TOTAL | 38 |
| MANDATE | # OF SEARCHES | # OF SEARCHES | |
|---|---|---|---|
| Direct Lending | 5 | Emerging Manager Private Equity | 1 |
| Infrastructure Debt | 1 | Israeli Venture | 1 |
| Private Debt | 3 | Japanese Private Equity | 1 |
| Real Estate Debt | 2 | Private Equity Fund of Funds | 2 |
| Shipping Lending | 1 | Small Cap Buyouts | 2 |
| Trade Claimes | 1 | Water-Focused Venture | 1 |
| Co-Investment Fund | 1 | TOTAL | 22 |
| MANDATE | # OF SEARCHES |
|---|---|
| CAT Bonds | 1 |
| Collaterized Reinsurance | 4 |
| Life Settlements | 1 |
| Litigation Finance | 2 |
| Trade Finance | 2 |
| Uncorrelated Strategies | 4 |
| TOTAL | 13 |
ManagerMatch is a regulated investment service restricted to professional client investors and qualified institutional buyers / eligible counterparties (respectively in the US and the UK) only.
Head of Research
+1 (212) 224 3680
jarad.vary@institutionalinvestor.com
Managing Director
+1 (212) 224 3629
randy.klein@institutionalinvestor.com
Research Analyst
+1 212 224 3632
michael.galleshaw@iiforums.com
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ManagerMatch is a regulated investment service restricted to professional client investors and qualified institutional buyers / eligible counterparties (respectively in the US and the UK) only. The regulatory arrangements for ManagerMatch vary according to the markets involved. For example: US securities transactions are offered through Tangent Capital Partners, LLC (a US registered broker-dealer and member of FINRA and SIPC): www.tangentcapital.com, tel. +1 212-804-7101 and 135 E. 57th Street, FL23, New York, NY 10022. Check the background of Tangent Capital Partners LLC and its registered representatives at FINRA’s BrokerCheck. In the United Kingdom and certain European markets, ManagerMatch is offered by Institutional Investor Networks UK Ltd an Appointed Representative of Laven Advisors LLP which is authorised and regulated by the Financial Conduct Authority of the United Kingdom.ManagerMatch (via its regulatory counterparts) may only transact business in those countries and localities in which they are registered, or qualify for an exemption of exclusion from registration requirements. Due to changing market conditions, any statements concerning securities or investment markets, statements made or linked to this site may no longer be reflective of current position(s) and/or opinions. No statements made or linked to on this web site should be interpreted as legal, accounting or tax advice.
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