Image result for coredata logo Fund Management 2.0


FUND MANAGERS - ARE YOU CUTTING EDGE OR CUTTING CORNERS?

If you are a fund manager working with institutional investors, how well are you meeting their needs?

Fund managers are striving to become more responsive to the needs of institutional investors, as investors diversify into alternative and private market assets, develop their own expertise and capabilities, and seek better solutions to their investment challenges. At CoreData, we call this trend ‘Fund Management 2.0’. 


If you manage assets for pension funds, insurers, endowments & foundations, or other institutional clients, how do you measure up to the demands of Fund Management 2.0? This interactive tool will tell you where you need to improve, and whether you’ve already reached Fund Manager 2.0 status.


No individual respondents will be identified.

Your Product Range



Please choose the statement that best reflects your firm’s approach.








Your Investment Approach - Listed Assets



Please choose the statement that best reflects your firm’s approach.








Your Investment Approach- Alternative Assets



Please choose the statement that is closest to your firm’s approach.








Your Investment & Other Services



Please choose the statement that is closest to your firm’s approach.








Communication Frequency



Please choose the statement that is closest to your firm’s approach.








Communication Format



Please choose the statement that is closest to your firm’s approach.








Collaboration on Industrywide Initiatives



Please choose the statement that is closest to your firm’s approach.








Transparency - Investment Data



Please choose the statement that is closest to your firm’s approach.








Transparency - Sustainability



Please choose the statement that is closest to your firm’s approach.








Your Attitude Towards Responsible Investing



Please choose the statement that is closest to your firm’s approach.








Your Business Resembles...




Are you a fund manager?








What is the name of the asset management company you represent?