Segregated Mandates are available to institutional investors. These are designed to achieve the client specific investment objectives in an effective and transparent manner. The detail of each mandate will be agreed in consultation with each institutional client, and includes an advisory or discretionary service.
In addition to regular meetings and presentations to Trustees and client investment panels, reporting requirements are designed to suit the individual needs of each client. These include comprehensive quarterly investment reports incorporating detailed portfolio information, relevant performance statistics and investment manager commentary.
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