What is an investment mandate?
Your investment mandate is a written document, that clearly spells out your unique requirements, that includes your
Risk-Profile
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.