Standards & Guidance

The Investment Management Questionnaire

The Financial Services Council has released an updated Standard Investment Management Questionnaire for the provision of data by fund managers to asset consultants, research houses, dealer groups, platforms and other parties requiring comprehensive information on any fund management group's operations and processes.

The Questionnaire comprises qualitative and quantitative sections in Word format.

To download the full Investment Management Questionnaire, please click here.

Do you only need a single chapter?

Due to the large size of the complete Questionnaire we have provided the individual chapters below. Click on each name to download the chapter.

Alternative Asset Funds

Australian and Global Direct Property Funds

Australian and Global Listed Property Funds

Australian Equity Funds

Australian Small Cap Funds

Currency Funds

Emerging Market Equity Funds

Global Equity Funds

Multi Manager Funds (including Hedge FoF)

Section 1 Non Investments FINAL

Section 2 Investments FINAL

Quantitative data collection - an optional companion document

There is an Excel document available for use. This is optional only and can be used by consultants, research houses and other users of the Questionnaire in the event of no internal quantitative data collection method. The Questionnaire has been extended to cover the provision of quarterly data. This document has not been updated in line with the Word version of the Questionnaire but is still of value.

To download the Excel companion document click here.

For any questions regarding the Questionnaire please contact Senior Policy Manager, Andrew Bragg, at the FSC on (02) 9299 3022 or abragg@fsc.org.au

 

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