MandateTracker
About the feature
The Mandate Tracker sits within our Intelligence component and provides a centralised view of all upcoming mandate renewals across global institutional investors.
It helps asset managers time their sales outreach and manage their pipelines more efficiently, ensuring they never miss an early business opportunity.
Mandate Tracker is included for all MandateWire Intelligence subscribers and is accessible directly in the top navigation bar.
Benefits of the Mandate Tracker
- Use filters to search for expiring mandates relevant to your business strategies. In the search results, you will see key information at a glance, including investor or mandate name, region, opportunity size and start and end dates
- Sort results by opportunity size, published date and end date
- Set reminders to receive updates on specific mandates and select when you want to be notified - all of your tracked mandates will appear in your own personalised content area. Select to be notified at 6 months, 3 months or 1 month prior to the end date
- Access the related investor profile and our original intelligence report to connect to key contacts straight away