What different types of mandates do you manage?

10 Jul
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Team

The firm manages several types of investment mandates. Investment mandates are governed by their respective IPS, but generally fall into one of the following five mandates:

  1. Global Balanced Mandate: capital preservation and long-term growth.
  2. Global Balanced Growth Mandate: prioritizes long-term growth over capital preservation.
  3. Global Conservative Balanced Mandate: prioritizes capital preservation over long-term growth.
  4. Global Equity Mandate: long-term growth
  5. Global Fixed Income Mandate: Income and capital preservation

For more information, please see Section 3.1- Segregated Account Mandates