Saturday, 27 May 2017

    Jargon Buster: Investment Strategy

    Segregated mandates and pooled funds: A segregated mandate refers to a fund run exclusively for a pension scheme by an investment manager. Here, the investment manager can tailor the portfolio specifically for the needs of the scheme but there are additional costs. Under a pooled arrangement, the trustees select a product ‘off the shelf’, simplifying both the initial documentation and ongoing governance

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