The Importance of an Investment Mandate

What is an investment mandate?

Your investment mandate is a written document, that clearly spells out your unique requirements, that includes your


An assessment of your risk-taking ability & your risk-appetite. 

Financial Goals

Visibility into your core goals & actual investment horizons

Investment Beliefs/Preferences

Helping identify the types of investments you are most comfortable with

Other Requirements

Liquidity/concentration limits, asset allocation preferences, etc.

Your investment mandate serves as your
strategic roadmap
that defines how you would like your investment to be managed.

The Benefits of an Investment Mandate

The Impact of a Weak or No Investment Mandate

About IME's Investment Mandate

At IME Capital, our investment mandate development process is a lot more exhaustive than the standard risk-profiling & financial goals common with other wealth management firms. Our investment mandate process is a detailed one-on-one consultation, that helps us identify your unique requirements. 

While this includes the standard risk-profiling & financial goals, our mandate process goes deeper into understanding your specific investment beliefs & preferences, to identify what investment categories serve as the best-fit for you. 

These best-fit categories, along with any other requirements that you define, are available online on our interactive client portal. This helps ensure complete consistency between you and your relationship manager, and provide a clear roadmap for future discussions around investment recommendations & portfolio reviews. 

Interested in developing a
Strategic Roadmap
for your investments based on your unique requirements.
Book a free consultation with our specialists.