Contact Information
Phone
Address
Website
Portfolio Information
Reported Total Holdings (USD)
Stated Total Holdings
Reported Equity Assets
Reported Fixed Income Assets
Reported Cash
Reported Other
Portfolio Turnover
FI Portfolio Turnover
General Information
Overview
Analytics
People
Lists
Holding
Funds
Action
Asset Class
InstitutionType
Style
Dominant Orientation
Application Functionality
Detailed Investor Prospecting
Intuitive CRM
Robust Analytics
Integrated Communication Tools
Home > Institutions > Sample profile for LCL Foundation
Sample Profile for LCL Foundation CRM Institution
Primary Contact(s):
Location India  
Fix Data
Address Street Address, xxxxx, India Phone +x xxx-xxx-xxxx
Website Request Now Fax +x xxx-xxx-xxxx
Asset Class Request Now  
Institution Type Request Now  
Style Request Now  
Dominant Orientation Request Now  
Equity Portfolio Turnover xx%  
Reported Total Holdings (USD, mm) 3/9/2011 xxx,xxx.xx  
Stated Total Holdings (USD, mm) x,xxx,xxx.xx  
Portfolio Breakdown
Reported Equity Assets (USD, mm) 3/9/2011 xxx,xxx.xx
Reported Fixed Income Assets (USD, mm) 2/28/2011 xx,xxx.xx
Reported Cash (USD, mm) xx,xxx.xx
Reported Other (USD, mm) x,xxx.xx
 
 
Asset Allocation
Overview
Provides a general overview of the entity; including regional offices, M&A history and date founded.

Equity Investment Approach
Provides a detailed overview of how the entity approaches investment in the equity markets; including funds of note, strategy and other critical information.

Fixed Income Investment Approach
Provides a detailed overview of how the entity approaches investment in the fixed income markets; including funds of note, strategy and other critical information.

Ipreo's BD product suite offers access to the most accurate and comprehensive database covering the global investment community in the industry. With solutions built specifically to cater to the workflows of capital markets and investor relations professionals, Ipreo's BD applications include global multi-asset class institutional contact data, investor profiles, and robust ownership information - all powered by the industry-leading Bigdough database - over 115,000 contacts at more than 23,000 financial institutions globally, buy-side and sell-side, equity and fixed income, including 16,000 hedge-fund contacts. This database is seamlessly integrated with advanced investor screening capabilities, intuitive search features, and powerful CRM and messaging functions. Ipreo's mission is to ensure our clients establish personal relationships with the right investors and manage those relationships effortlessly.

Home > Erik G. Mermagen
Sample Contact CRM Contact Photo
Job Function Portfolio Manager 
Institution Name LCL Foundation  
Address Request Now  
Mailling address Request Now  
Email
Sales@ipreo.com
 
Telephone +xx xx-xxxx-xxxx   Fax +xx xx-xxxx-xxxx  
Provides an overview of the firm that the contact is associated with.
Education Educational background on the contact.
Biography Overview of the contact's current role, historical employment and other important background information.
Scouting Report Provides unique insight into fund managers' decision-making criteria, and gives detailed information about your investors and marketplace.
Funds Managed

Ipreo's BD product suite offers access to the most accurate and comprehensive database covering the global investment community in the industry. With solutions built specifically to cater to the workflows of capital markets and investor relations professionals, Ipreo's BD applications include global multi-asset class institutional contact data, investor profiles, and robust ownership information - all powered by the industry-leading Bigdough database - over 115,000 contacts at more than 23,000 financial institutions globally, buy-side and sell-side, equity and fixed income, including 16,000 hedge-fund contacts. This database is seamlessly integrated with advanced investor screening capabilities, intuitive search features, and powerful CRM and messaging functions. Ipreo's mission is to ensure our clients establish personal relationships with the right investors and manage those relationships effortlessly.

 

 

 

 

 

 

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