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This onboarding checklist is designed to help asset owners and managers establish clear expectations at the outset of a relationship. Organized around governance, incentives, metrics, and engagement, the toolkit supports more transparent communication, stronger alignment on long-term objectives, and a shared understanding of how investment success will be evaluated over time.
Incentive Alignment, Institutional Investment 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.
Incentive Alignment, Institutional Investment Mandates | Toolkit
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.
Incentive Alignment, Institutional Investment 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.