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FCLTGlobal Introduces Investment Mandate for Asset Owners, Managers

NGO FCLTGlobal has published new guidance for the process and terms for asset owners hiring asset managers. ‘Institutional Investment Mandates: Anchor for Long-term Performance’, defines mandate terms to “build trust, ensure alignment, and advance long-term goals”, introducing key contract provisions and KPIs. The guidance also includes a manager scorecard to ensure asset manager accountability, a manager onboarding checklist, and a due diligence ‘top ten’ list. The latter is a list of questions asset owners can utilise when selecting asset managers to ensure they are both capable of investing over the long term and aligned with the asset owner’s philosophy and objectives. Sarah Keohane Williamson, FCLTGlobal’s CEO, said: “The investment mandate is the foundation for every asset owner – asset manager relationship. Ensuring that it reflects a long-term outlook is vital. That’s the reason we’ve returned to this area of research for the third time. The updated recommendations reflect how the industry has shifted over the past seven years, and how the relationships between owners and managers need to shift as well.” 

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