Mandates built around the client's objective.
Contim manages equities, property and cash for corporate clients whose capital is subject to investment policies, board-level reporting requirements and audit scrutiny.
A mandate is a system, not a product menu.
The first decision is not which share or building to buy. It is what the portfolio must achieve, how much liquidity it needs, what risks are acceptable and who is accountable for changing the allocation.
Each mandate translates those questions into a stated allocation across equities, real estate and cash, together with tolerance bands, decision authorities, reporting cycles and performance measures agreed with the client.
- Allocation policy agreed and reviewed on a fixed schedule
- Equity research, execution and ongoing monitoring
- Property sourcing, acquisition and operating oversight
- Consolidated reporting across both asset classes
Different objectives require different weights.
These profiles demonstrate how the two asset classes can be combined. They are illustrations from the company profile, not recommendations or a menu; actual mandates are designed client by client.
Important: Property cannot be rebalanced quickly. In practice, equities and cash usually perform most short-term adjustment while property moves on a longer timetable.
From policy to execution and evidence.
A mandate establishes the operating rules before opportunities appear and keeps reporting connected to the objectives set by the client.
Set allocation
Agree target weights for equities, property and cash, with scheduled reviews and tolerance bands.
Select assets
Research and acquire investments that meet the mandate's quality, risk and liquidity requirements.
Manage assets
Monitor companies and operate properties through tenanting, collection and maintenance oversight.
Report together
Present valuation, cash flow, transactions, allocation and decisions in one consolidated pack.
Information timed to decisions.
Corporate capital needs a repeatable reporting process that supports management, boards, audit and annual review without hiding problems between periods.
Monthly
Valuation of both asset classes, transactions executed, rent collected and arrears, plus the current cash position.
Quarterly
Review against objectives and target allocation, including what changed, what Contim did and the reason for action.
Annually
Full statement of outcomes and fees, supported by the valuation and reconciliation information required by the mandate.
Opportunity beyond one market.
Holding listed securities across several markets can reduce dependence on the depth, liquidity or sector concentration of a single exchange. Property cycles are local, which can create different entry points across jurisdictions.
Cross-border investing also introduces currency exposure, withholding tax, legal differences and distinct title regimes. These risks must be identified explicitly in each mandate rather than allowed to surface after capital is committed.
Discuss a corporate mandate