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What is an Investment Mandate?

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 […]