What is an investment mandate?

March 24, 2022
An investment mandate is an agreement with your investment manager that states the strategies and structure (how’s and why’s) of the investment explicitly designed for you. It may include benchmarks, investment ranges, and other related information. The mandate is different from the manager’s wholesale investment scheme, where the pooled fund schematics are showcased. Having a […]

An investment mandate is an agreement with your investment manager that states the strategies and structure (how’s and why’s) of the investment explicitly designed for you. It may include benchmarks, investment ranges, and other related information. The mandate is different from the manager’s wholesale investment scheme, where the pooled fund schematics are showcased. Having a mandate gives you greater control and flexibility over your investment.