1.1 Context
1.2 Purpose of the Model Mandate
1.3 Structure of the Model Mandate
1.4 How to use the guidance
- Type: General content
3.1 Fiduciary duties and regulatory requirements
3.2 Investment strategy
3.3 Investment policies and procedures
3.4 Mandate design and asset manager selection
3.5 Negotiating the investment management agreement
3.6 Reviewing the mandate and asset manager’s performanceType: General content• 4.1 Applying the asset owner’s investment policies
• 4.2 Portfolio design
• 4.3 Systemic risks
• 4.4 Fee structures, incentives and remuneration
• 4.5 Sustainable development investing – draft clausesType: General content5.1 Exercising stewardship responsibilities
5.2 Voting rights and oversight
5.3 Asset manager oversight of third parties
5.4 Securities lending
5.5 Sustainable development investing – draft clausesType: General content6.1 Culture and capabilities
6.2 Risk management
6.3 Conflicts of interest
6.4 Commissions and counterparties
6.5 Asset manager reporting to clients
6.6 Sustainable development investing – draft clausesType: General contentPart 1 Information to be provided by the asset owner in RFPs
Part 2 Information to be sought from asset managers in RFPs and due diligence questionnairesType: General contentPart 1 Information to be provided by the asset owner in RFPs
Part 2 Information to be sought from asset managers in RFPs and due diligence questionnairesType: General contentPart 1 Information to be provided by the asset owner in RFPs
Part 2 Information to be sought from asset managers in RFPs and due diligence questionnairesType: General contentNominate candidates for the 2022 Awards
Type: General content