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)
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.
document Alternative Asset Funds
document Australian and Global Direct Property Funds
document Australian and Global Listed Property Funds
document Australian Equity Funds
document Australian Small-Cap Funds
document Emerging Market Equity Funds
document Multi-Manager Funds (including Hedge FoF)
document Section 1 Non-Investments FINAL
document 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 spreadsheet click here .