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Emerging Manager Database Questionnaire for Global Equity The Teachers Retirement System of the State of Illinois (TRS) Emerging Manager Questionnaire lays the groundwork for TRS to evaluate the Manager

How to fill out emerging manager database questionnaire

How to fill out emerging manager database questionnaire

1. To fill out the emerging manager database questionnaire, follow these steps:
2. Obtain the questionnaire: Contact the appropriate authority or organization that manages the emerging manager database to request a copy of the questionnaire.
3. Review the instructions: Read through the questionnaire carefully and make sure you understand the purpose and requirements for each section.
4. Provide general information: Start by filling out the general information section, which typically includes details such as your name, business name, contact information, and relevant background information.
5. Complete the investment strategy section: Describe your investment strategy in detail, including the types of assets you specialize in, your risk tolerance, target returns, and any specific criteria you use to evaluate investments.
6. Provide track record information: If applicable, provide information about your past performance, including the size and performance of funds or portfolios you have managed in the past. Include details such as returns, benchmarks, and any relevant awards or recognition.
7. Answer due diligence questions: Respond to the due diligence questions, which aim to assess your compliance, risk management processes, operational capabilities, and other relevant factors.
8. Attach supporting documents: Depending on the requirements, you may need to provide additional documents to support your responses, such as audited financial statements, regulatory filings, or references.
9. Review and submit: Once you have completed all sections and attached any necessary documents, review your answers for accuracy and completeness. Follow the instructions provided to submit the questionnaire, whether through an online platform, email, or postal mail.
10. Follow up: If required, follow up with the authority or organization to ensure they have received your questionnaire and to address any questions or concerns they may have.
11. Note: The specific steps and sections may vary depending on the emerging manager database and the organization collecting the information. It is crucial to carefully review the questionnaire instructions provided.

Who needs emerging manager database questionnaire?

1. The emerging manager database questionnaire is typically needed by organizations or authorities involved in investment management, such as:
2. - Investment consultants: Consultants who provide advice and recommendations to institutional investors often use emerging manager databases to identify and evaluate potential investment managers.
3. - Pension funds and endowments: Institutional investors, including pension funds and endowments, may use emerging manager databases to discover new talent and diversify their investment portfolios.
4. - Fund of funds: Fund of funds managers may rely on emerging manager databases to identify emerging or diverse investment managers for inclusion in their fund portfolios.
5. - Government agencies: Certain government agencies responsible for overseeing investment activities may require emerging manager database questionnaires to evaluate and monitor investment managers operating within their jurisdictions.
6. - Financial industry associations: Professional associations within the financial industry may curate emerging manager databases and use questionnaires to collect information for research, monitoring, or networking purposes.
7. Note: The specific entities that require an emerging manager database questionnaire may vary depending on the location and context. It is essential to consult the relevant authority or organization for accurate information.

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What is emerging manager database questionnaire?

The emerging manager database questionnaire is a system used to collect information on emerging managers in the investment industry.

Who is required to file emerging manager database questionnaire?

Emerging managers in the investment industry are required to file the emerging manager database questionnaire.

How to fill out emerging manager database questionnaire?

The questionnaire can be filled out online or through a designated platform provided by regulatory bodies.

What is the purpose of emerging manager database questionnaire?

The purpose of the questionnaire is to track and monitor emerging managers in the industry for regulatory and compliance purposes.

What information must be reported on emerging manager database questionnaire?

Information such as the manager's background, investment strategies, assets under management, and performance may need to be reported.