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INVESTOR IQ PROCESS
Once the scope is defined, we identify a Peer Group consisting of funds similar to our clients' offerings. We meticulously track commitments from asset owners to specific criteria. For example, we might focus on "climate and energy funds" within the realm of "Private Equity," primarily located in "Europe," and of a certain size, say "300 million euros.
Next, we input the constructed peer group and the client's specific criteria into our model. Utilising advanced algorithms, we refine and enhance the identifiability of the peer group.
Finally, our multi-layered machine learning architecture cross-checks the client's parameters and inputs with both external and internal data sources. The outcome is a customised list of active asset owners, precisely identifying those whose interests align closely with the impact strategy or targeted Sustainable Development Goals (SDGs).
UNIQUE POSITIONING & COLLABORATIVE APPROACH
Utilising our unique positioning in the market and years of experience, we identify:
- LP interest across asset classes, SDG’s, region(s) targeted, strategy preference and more.
- A Peer Group of similar funds in a collaborative process.
- The client’s ideal investor type (e.g. Family Office, Pension Funds, etc).
- An exclusion list.
INVESTOR IQ SAMPLE
Learn about our approach
Investor IQ contains a curated list of institutional investors who have been recently active in the same asset class, region, and SDG. The list outlines the investor’s personal details as well as the location and type of their organisation. All data is constantly monitored to ensure the latest trends are reflected.
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Exposure to investors
We offer fund managers the possibility of capitalising on our multiple business lines, increasing their visibility in the market, by collaborating with Phenix Capital Group in the co-creation of:
- Case studies
- Interviews
- Reports
- Webinars