New investment proposal

Mandate specification *

Benchmark (list of options defined by SPK) *

Type of fund vehicle *

Is the organisation a Signatory to the UN Principles for Responsible Investment? *

Name of asset management organisation *

Name of fund *

ISIN code of fund (leave blank if not applicable)

Fund Inception Date *

Name of lead portfolio manager - First name *

Name of lead portfolio manager - Surname *

Target excess return over stated benchmark (annualized %) *

Time horizon for realizing excess return target as above *

Excess return over stated benchmark, gross of fees, for last 3 years (annualized %) *

Excess return over stated benchmark, gross of fees, for last 12 months (%) *

What is last month for excess return values entered above? *

Expected fixed management fee for 50 mUSD investment (bps) *

Expected fixed management fee for 150 mUSD investment (bps) *

Internet link to specific fund information *

Contact Person *

E-mail address to contact person *

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When applying by this form, personal data concerning you will be processed by Sparinstitutens Pensionskassa (SPK). SPK acts to ensure the protection of your integrity. All processing of personal data is carried out in accordance with the regulations of the GDPR; for further information on the purposes of the processing and your rights according to GDPR, please see our GDPR information for Fund managers on our homepage.

When applying, personal data will be processed by SPK *

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