Institutional Investment Mandates


Discover Investment RFPs And Track Mandates

The Mandates section allows users to easily search and find results by filtering through investment mandates based on various criteria such as:

Mandate Status
Date Range
Geographic Region
Investment Style
Asset Study
Plan Name
Plan Type
City, State, and Country

Users can also filter by investment style, including:

Active Equity
Active Fixed-Income
Asset Study
Bundled/Record Keeper
Hedge Fund
Multi Asset
Passive Equity
Passive Fixed-Income
Private Equity
Real Assets
Real Estate

Within each investment style, users can further narrow down their search by selecting from a sub-filter, which allows users to search for mandates based on specific asset classes, such as Opportunitistic, Infrastructure, Buyout, Direct Lending, Value-Add, Distressed Debt, -Cap. Additionally, users can filter by Attributes, which include criteria such as Environmental, Social, and Governance, Smart Beta, or Low Volatility.

Mandate Status filtering allows users to search for investment mandates based on their current status, whether it is Potential, New Lead, Ongoing, Completed, or Closed.

The Date Range filter enables users to search for mandates based on when they were created or updated.

The Geographic Region filter allows users to search for mandates based on a specific geographic region such as Asia, Europe, or the US.

Users can also filter by the entities involved in the mandate, including consultant, plan name, plan type, city, state, country, and even comments. In addition, users can filter by a manager's status, such as Finalist, Hired, Terminated, or Watch.

Save Your Search Inquiries And Enable Custom Email Alerts

All of your Mandate searches can be saved for future reference. You can also enable email alerts for your searches to stay on top of important updates without even having to log in. Whenever there is new information relevant to your search, you will receive an email notification directly to your inbox. Searches are fully customizable, allowing you to tailor the content of the email alerts to your specific needs.

Investment Mandates Summary

The Mandates section allows users to quickly and easily search for investment mandates that meet their specific criteria, making it an essential tool for investment professionals who need to find new investment opportunities or stay up to date on existing mandates.

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