We engineer discretionary mandates for high-net-worth principals and family offices seeking institutionally structured exposure to alternative assets. Each mandate is constructed around the specific liquidity profile, tax jurisdiction and investment horizon of the principal, with transparent milestone reporting and co-investment access to Foundation's proprietary deal flow. Our discretionary mandate capability operates exclusively at the wholesale client level.
Mandate Design
Each discretionary mandate begins with a detailed conversation about the principal's investment objectives, liquidity requirements, tax considerations and existing portfolio construction. Foundation then designs a mandate framework that allocates across our deal flow in a manner consistent with the principal's stated parameters.
Asset Classes & Deal Flow
Discretionary mandates can access Foundation's proprietary deal flow across trade finance, development lending, commodities, private equity and structured credit. The allocation mix is determined at mandate level and reviewed quarterly, with the ability to tilt toward higher-returning opportunities as market conditions evolve.
Reporting & Governance
All discretionary mandate clients receive quarterly portfolio reports covering deployment status, return attribution, upcoming maturities and new opportunity pipeline. Foundation maintains a strict governance framework for mandate management, with clear protocols for investment decisions, conflict management and client communication.