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This scorecard ensures manager accountability and offers a consistent method to evaluate a manager’s performance on an ongoing basis. While a meeting schedule is typically agreed at the start of a relationship, the manager scorecard can be completed at any point during the relationship. The scorecard can help focus attention on areas of importance and objectives beyond short-term financial performance.

While a meeting schedule is typically agreed at the start of a relationship, the manager scorecard can be completed at any point during the relationship. The scorecard can help focus attention on areas of importance and objectives beyond short-term financial performance.

 

By following our model for long-term contracts, as well as our associated tools, investors can ensure that the relationship between asset owners and managers is anchored with clear objectives and expectations, while avoiding surprises and averting common default patterns of short-term performance evaluation.

Incentive Alignment | Toolkit

Finding the Right Match for the Long Term: Due Diligence Top Ten List

19 July 2022 - Finding the right manager is crucial to developing a successful relationship—this list of questions can help asset owners select managers that are capable of investing over the long term, as well as achieve alignment around philosophy and beliefs regarding long-term value creation.

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Incentive Alignment | Toolkit

Statement of Purpose and Responsibilities for Investors

19 July 2022 - FCLTGlobal has developed the following example statement to communicate externally about an investor’s responsibilities. Among other uses, it can be posted on organizations’ websites or shared with investment partners.

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Long-term Model Mandate

Incentive Alignment | Toolkit

Long-Term Model for Institutional Investment Mandates

19 July 2022 - This matrix provides a menu of key contract provisions for mandates. We compare typical provisions, which tend to reflect a short-term mindset, to those promoting a longer-term approach, and offer ideas for exploratory provisions. The provisions are relevant for separately managed accounts and commingled funds, with unique provisions described for the latter.

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