Investment Management Pathways

Define the Mandate Before Allocating Capital.

NCDF Investment Management Plc supports eligible individuals, families, businesses, institutions and fund sponsors seeking an appropriately governed investment-management mandate. Each mandate starts with objectives, risk, liquidity, horizon, currency, governance and reporting requirements.

Eligibility and suitability required | Separate mandate and custody | No guaranteed return

Pathway	Purpose
Personal and Family Portfolio Management	Objective-led mandates covering preservation, income, growth, liquidity, currency exposure and family reporting.
Institutional Investment Mandates	Defined portfolio guidelines, governance, risk limits, performance measurement and institutional reporting.
Treasury and Liquidity Mandates	Segmentation and management of eligible treasury balances around cash flow, liquidity, risk and counterparty limits.
Fund Management and Sponsor Services	Investment-manager consideration for appropriately constituted funds, subject to strategy, governance, service providers, pipeline and approvals.
Portfolio Governance and Reporting	Policy review, portfolio consolidation, risk and concentration reporting, committee information and mandate monitoring.

How a Mandate Is Designed

Objective and return requirement
Risk capacity, risk tolerance and loss capacity
Investment horizon and liquidity needs
Currency and jurisdiction
Permitted and restricted instruments or sectors
Governance, decision authority and reporting

Potential Mandate Outputs

Pathway	Indicative output
Portfolio strategy	Objectives, investment horizon, liquidity framework, risk parameters and proposed policy.
Institutional mandate	Mandate guidelines, governance, benchmark, limits, reporting and review schedule.
Treasury mandate	Cash segmentation, liquidity ladder, counterparty parameters and treasury reporting.
Fund sponsor services	Strategy, governance, service-provider, pipeline and mandate-readiness assessment.
Portfolio reporting	Consolidated information, risk and concentration reporting, committee pack and review calendar.

What to Have Ready

Client or entity structure and authorised decision-maker
Objective, capital range, horizon and liquidity requirement
Existing portfolio, policy or treasury arrangements
Material restrictions, reporting needs and preferred start date

Mandate Process

Preliminary enquiry: Identify client type, objectives, capital range, jurisdiction and preferred pathway.
Classification and compliance: Complete eligibility, KYC/AML, beneficial-ownership and conflicts review.
Suitability and mandate design: Agree objectives, risk, liquidity, policy, restrictions and reporting.
Account and custody structure: Establish the approved banking, custody, trustee or administrator arrangements.
Formal agreement and funding: Execute the mandate and fund only through the approved account structure.
Monitor and review: Provide agreed reporting and periodic mandate review.

Begin With the Mandate, Not the Product

Provide a high-level summary of the client, objective, horizon, liquidity requirement and governance arrangements.