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What is MandateWire?
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Real-time reporting on investment strategies and manager search activity. Trend analysis on capital flows and asset management deals ... – PowerPoint PPT presentation
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Title: What is MandateWire?
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- What is MandateWire?
- Market leader in the provision of market data and
sales intelligence on European institutional
investors - Real-time reporting on investment strategies and
manager search activity - Trend analysis on capital flows and asset
management deals - Targeting a universe of 2,000 pension funds
- Now offering a range of solutions used by
institutional sales and marketing teams in many
of the leading asset-management companies
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- What is MandateWatch?
- New analysis tool powered by a quantitative
database of 2,500 asset-management deals - 250bn in assets placed
- Identify consultant selection patterns
- Monitor competitor activity and inflows
- Identify shifts in asset-allocation patterns
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- Achievement in 2006
- Developed MandateWatch and Deal Flow to service
the growing need for market analysis data - MandateWatch aggregated quantitative data on over
600 asset-management deals representing a total
of 73bn in allocations - 1,400 investment-activity reports
- 708 UK European institutional investors
- 1.3 trillion worth of assets under administration
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- Alternatives dominated asset-allocation
re-weightings - Real estate topped alternatives inflows Private
equity was strongest for future investment - Bonds were favoured over equities in a flight
from risk - Equities exposures went global
- Currency management and infrastructure took off
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- Equities
- Investment goes global
- and unconstrained
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- Currency management
- A source of alpha, not just
- risk-management
- 15 mandates awarded
- 46 investors put currency on the future agenda
- Preference for active management
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- Bonds
- A downturn in risk appetite?
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- Real Estate
- Still the diversifier of choice
- 1.6bn worth of inflows during Q3 2006
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- Private Equity
- Tomorrows alternative of choice
- 1.4bn worth of inflows during Q3 2006
- 22 investors put in on the future agenda in Q4
2006 alone - including the NOK1.7trillion Norwegian
Government Pension Fund
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- Hedge Funds
- Was 2006 a tipping-point?
- 1.1bn worth of inflows during Q4 2006
- FRR decides against exposure
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- Commodities
- More soft interest than hard cash
- Most exposures are passively managed
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- Infrastructure
- A new asset class makes waves
- 70m worth of inflows in Q4 2006
- 6 investors searching for products or considering
a future investment
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- LDI
- Strong showing as investors cut risk
- 50 investors adopted LDI during 2006
- 27 put it on the agenda for 2007
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- MandateWire January 2007
- 134 reports
- 109 investors 9 new to the database
- 353.9bn worth of assets under administration
- 4.3bn worth of awarded investment mandates
- 430m worth of manager or product searches
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- NOTE Quantifiable future inflows refers both
to formal tender or RFP notices which state the
size of the intended investment and have yet to
reach the investment stage and stated increases
in strategic allocation benchmarks. This chart
excludes a potential GBP11.2bn worth of
investment in diversified alternatives that could
follow from a strategic asset-allocation
re-weighting for 2007-2009 by the Netherlands St
Psf ABP.
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- NOTE Expressing future interest refers to any
indication that an investor intends to allocate,
or consider and allocation, which MandateWire was
unable to quantify in terms of the size of the
potential investment. These statements of
interest are in addition to those implied by
quantifiable intentions such as tender notices or
increases in strategic allocation benchmarks.
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- Joe O Donovan
- Managing Director
- Serenella Maculan
- Client Relationship Manager
- Martin Steward
- Editor
- 3rd Floor, 242 Vauxhall Bridge Road, London SW1V
1AU - TEL 44 (0)207 963 4081
- FAX 44 (0)207 963 4090
- www.mandatewire.com
- www.mandatewatch.com
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