Processes on InstiBase

Investment tenders (RfPs)

  • Best practice templates for different asset classes
  • Structured workflow
  • Integrated rating system

Continuous monitoring (DDQs)

  • Topic specific templates
  • Intuitive, efficient workflows for both investors and asset managers
  • Compliant data repository  

Reporting

  • Compliant data exchange
  • Data hub for interaction with all asset managers
  • Easy access for historic performance reporting