Developed with and for entrepreneurs
Enterprise & Entrepreneur Mandate
- Diversification
- Active managementÂ
- Open architecture
A portfolio exclusively intended for companies and consisting of a limited number of specific investment funds.
Mandate characteristics:
The Enterprise & Entrepreneur (E&E) Mandate invests in a limited number of investment funds, with the aim of investing in financial instruments with a low corporate tax impact. In addition, good management, adhering to the strategy and respecting the investment profile remain the most important criteria for investments within the E&E mandate at all times.
What the mandate comprises:
The portfolios are built up in accordance with the principle of open architecture, where the Portfolio Manager has access to a global range of investment funds.Equity
Bonds
Cash
The Portfolio Manager may also opt to hold part of the portfolio in cash.
Portfolio management and sustainability
More information and conditions
What is the investment approach?
Sustainable Financial Disclosure
Following the European Sustainable Finance Disclosure Regulation (SFDR), you can find below an overview with more information on the investment strategy and how your mandate is handling the sustainability risks. You will also find information about the ecological and social characteristics or the sustainable objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.