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This set of key contract provisions for mandates is at the core of achieving alignment on long-term investment mandates. It provides examples of standard contract provisions, as well as how these provisions can encourage longer-term models.
Incentive Alignment, Mandates | Toolkit
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.
Incentive Alignment, Mandates | Toolkit
19 July 2022 - Grouped among key areas of governance, incentives, metrics, and engagement, the onboarding checklist allows for effective communication between the asset owner and manager and sets parameters for the relationship to function transparently.
Incentive Alignment, Mandates | Toolkit
19 July 2022 - This scorecard ensures manager accountability and offers a consistent method to evaluate a manager’s performance on an ongoing basis.