The Financial Services Council has a 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.
The IMQ and companion document is free to FSC Full and Supporting members (discounted for Associate Members)
FSC members can document click here to download the full Investment Management Questionnaire.
The IMQ and companion document are available for sale to non-members
Do you only need to download 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.
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 spreadsheet click here .