Investment Mandates and Service Tiers
ENTRUST GLOBAL SAS structures its client relationships around three distinct mandate frameworks, each designed to address the specific needs of institutional investors at different scales and levels of customization. Whether you are seeking a fully discretionary managed account, a co-investment partnership, or advisory services, we have a solution built for your objectives. Our teams work closely with each client to determine the most appropriate structure before any capital is committed. All mandates are subject to eligibility criteria and minimum thresholds.
Advisory Access
Custom fees
Designed for institutional investors seeking non-discretionary investment guidance and portfolio monitoring without full mandate delegation. Ideal for sophisticated clients who retain internal decision-making authority but value our global research and market intelligence.
- Non-discretionary advisory services
- Access to proprietary market research and analysis
- Quarterly portfolio review and reporting
- ESG integration insights and disclosure support
- Dedicated relationship manager
Discretionary Mandate
Custom fees
A fully discretionary managed account solution for institutional investors who wish to delegate investment decision-making to ENTRUST GLOBAL SAS. Suitable for pension funds, endowments, and foundations with defined return and risk parameters.
- Full discretionary portfolio management
- Customized investment policy statement alignment
- Monthly performance attribution and reporting
- Direct access to differentiated deal flow
- Regulatory compliance support across jurisdictions
Strategic Partnership
Custom fees
Our highest-engagement mandate tier, offering co-investment rights, priority access to new strategies, and direct participation in structuring discussions. Built for large-scale institutional investors seeking a deep, long-term alignment with our investment platform.
- Co-investment rights alongside flagship strategies
- Priority access to new fund launches and strategies
- Bespoke reporting and governance frameworks
- Participation in advisory board discussions
- Senior leadership engagement and dedicated coverage team