What is an Investment Mandate?

By Leanna Kelly If you’re thinking about investing your money through a mutual fund, ETF or other form of managed fund, consider that fund’s investment mandate. Every fund has one: a set of rules and objectives used in the management of a specific portfolio or fund. Investment mandates are an important piece of governance for managed investments because they put fund managers and shareholders on the same page.
There are many different types of investment mandates, and differing approaches to managing capital. Nevertheless, most mandates provide clear instruction for the investing approach. It’s a framework for transparency and helps to set expectations. Here’s …read more



Did you enjoy this article? Join our FREE Newsletter!
I agree to have my personal information transfered to MailChimp ( more information )
Join over 100,000 investors and business leaders worldwide. Get the latest actionable business and investing intelligence before the rest of the crowd.
We hate spam. Your email address will not be sold or shared with anyone else.