Managers following a corporate lending strategy should use the DDQs featuring the corporate lending ("CL") module.
Linked below are the basic open end setup and the basic closed end setup, each featuring the corporate lending module to discuss the investment strategy being pursued. Long form and short form versions have been included. The versions marked "+ PCRI" include the optional private credit responsible investment module.
Open-End Funds AIMA Branding
Open-End Funds ACC Branding
Closed-End Funds AIMA Branding
Closed-End Funds ACC Branding
More Options
There are other setup options available for liquid alternatives, managed accounts and mixed client account types in each case without the private credit responsible investment module and all of the same options but with the private credit responsible investment module all of which are accessible via the DDQ Decision Tree.
Sub-Advisers
Sub-advisers should only complete the manager modules and the relevant strategy module, but should not complete any of the product modules. The relevant corporate lending options are set out below. The first four are AIMA branded and the second four are ACC branded.
Other Strategies and Platform Managers
Managers pursuing other strategies and platform managers can access relevant materials using the links below.
