What is a mandate object?

 A mandate object contains information about segregated client-specific accounts.

Mandate objects form the basis of client reporting. As they can contain sensitive information, we only allow mandates to be shared as the parent object in a group. This prevents accidental sharing as part of other data structures.

Mandate objects contain information on AuM, attribution and holdings. They will likely link to a strategy and can have their own performance:

 

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