Investment Mandate Clients

Mandate clients are typically institutions, family offices, large foundations/endowments and high net worth individuals who employ a multi-manager approach to investment management.

Common Characteristics of Manitou Mandate clients:

  • Stipulate rather than delegate strategic asset mix decisions.
  • Often utilize third-party consultants.
  • Investable assets typically in excess of $10 million.
  • Multi-manager – specialization orientation, e.g. pure Canadian Equity mandate.
  • Absolute and relative return oriented.
  • Customized reporting including style analysis, performance attribution, etc.