IPE Real Estate Global Awards 2018Entry Form

SECTION ONE – FUNDAMENTAL DATA

Name of entrant:

Date established:

Country:

Type of institution:

☐ Charity

☐ Family office

☐ Foundation

☐ Insurance group

☐ Life insurance company

☐ Pension fund or similar pensions provider

☐ Pensions fiduciary manager (subject to approval)

☐ Sovereign wealth fund

☐ 100% pensions-owned or institutionally-owned asset management companies

Overall assets under management in € millions

2016:

2015:

2014:

Real estate assets under management in € millions

2016:

2015:

2014:

Please state the maximum percentage of your overall assets that real estate can represent (optional)

Please provide your annual real estate performance percentage for:

2016:

2015:

2014:

(For Real Assets and infrastructure of the Year entries)

Real Assets and/or infrastructure assets under management in € millions

2016:

2015:

2014:

Please state the maximum percentage of your overall assets that real assets and/orinfrastructure can represent (optional)

Please provide your annual real assets and/or infrastructure performance percentage for:

2016:

2015:

2014:

SECTION TWO - OVERVIEW AND INVESTMENT STRATEGY

Please give a detailed summary in a maximum of 450 - 500 words of your institution's history, overall objectives, overall investment strategy allocation and a detailed overview of its real estate strategy. This is a mandatory response to provide the judges with key information about your organisation.

  • If you are a pension fund, you should include an explanation of why you invest in real estate and/or other real assets in relation to your long-term objectives to protect and grow your members’ assets.
  • If you are an insurance company, family office, sovereign or reserve fund, foundation or charity you should describe how real estate plays a role in the overall long-term objectives of your investment strategy for group interests.
  • If you are a 100% pensions or institutionally owned asset or fiduciary manager, you should make the link to and history with the pension fund or institution clear in this area.
  • If you are a consultancy, you should outline your group's strategy and history.

Bullet points are acceptable but please ensure they contain enough information to give the judges a solid understanding.

Points to consider including:

•details of internal and external asset management

•your risk measurement tools, mechanisms and procedures

•how you manage and control costs within the portfolio

•how you measure or propose to measure your outcomes and judge if they are successful

•provide figures or other data to demonstrate how you have achieved or are achieving your objectives

•list of the other asset classes you invest in

SECTION THREE - MAIN ENTRY

Please use this area to add the main text of your entry. We have set the word-count at 900 but the optimum range is 750-850 words.

Please see the category criteria PDF for the main text guidance.