Mandates built around your institution's objectives.
Union Capital manages tailored mandates for institutions, treasuries and endowments — disciplined allocation, defined risk limits and transparent reporting.
We build and manage bespoke mandates for institutions, treasuries and endowments — each with a documented investment policy, defined risk limits, and reporting you can act on.
For organisations with capital to steward.
Institutions
Corporates, foundations and member organisations with long-term capital to manage.
Treasuries
Corporate and public treasuries seeking yield with liquidity and capital discipline.
Endowments
Endowments and reserves balancing income today with preservation for tomorrow.
What every mandate includes.
Tailored mandates
A documented investment policy built around your objectives, liabilities and risk limits.
Disciplined allocation
Exposure sized to the mandate, reviewed against the plan rather than the headlines.
Transparent reporting
Regular performance and compliance reporting in clear, comparable terms.
Dedicated coverage
A point of contact who knows your mandate and reports against it.
Discuss a mandate
Book a conversation with our institutional fund management team.