A pride moves as one because every lion knows the plan.
A mandate should too: the policy is agreed first, the limits are kept, and you see every position.
Institutions
Mandates run to your investment policy.
Segregated mandates for pension schemes, insurers, corporates, SACCOs and foundations, reported in full.
How a mandate runs.
- Policy first
Written before money moves
Objectives, horizon, eligible assets and limits are agreed in an investment policy statement.
- Limits kept
Checked every day
Duration, credit quality and concentration stay inside the bounds you approved.
- Full reporting
One person accountable
Holdings, performance and fees, with a named contact answerable for the mandate.
What stands behind every mandate.
- Fund manager of the WSA Banking Index ETF, approved by the CMA in August 2026.
- Licensed by the Capital Markets Authority of Kenya.
- Assets held by I&M Bank as custodian, apart from Tradiam.
Tell us what your members depend on.
Send us the basics and we'll come back with a proposal. We reply within one business day.