Dedicated mandates
Choose a manager against defined requirements, with the basis for appointment documented.
Dedicated Mandates supports searches for dedicated funds and segregated mandates. We compare candidates on consistent criteria and examine operational evidence alongside the investment case.
What you get
- Investment guidelines and a request for proposal defining the requirements and comparable responses.
- Candidate assessments combining quantitative and qualitative screening with operational due diligence.
- A Manager Selection Memo and operational review summary recording the rationale and unresolved points.
- An ongoing monitoring pack, where agreed, tracking the appointment against its original requirements.
The scope covers the selection and the research behind implementation. The appointment itself, and its implementation, stay inside your governance.
When to bring us a mandate
For Swiss professional institutions seeking a manager for specific investment guidelines. For an existing fund universe, see Fund Research & Selection; for portfolio construction and allocation review, see Portfolio Advisory.
How it works
We agree the guidelines, evaluation criteria and search scope. We prepare the request for proposal, assess candidates and document the investment and operational findings before the appointment decision.
The manager-selection conclusion is governed by the WS Partners methodology. Merit-based selection remains separate from commercial relationships. A commercial relationship cannot secure an appointment, change a due diligence conclusion or determine a selection status.
What dedicated mandates does not do
- It does not appoint the manager. The decision, the contract and the implementation are yours.
- It does not run the selection to a predetermined shortlist. If no candidate meets the guidelines, that is the finding.
- It does not replace your own legal and contractual review of the appointment.
- These outputs support professional documentation and decision processes. They do not constitute an offer or solicitation, and are intended for qualified investors and professional users in Switzerland.