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1. Environmental, Social and Governance (ESG) Integration: Details of ESG investment approach, used when client requires ESG considerations

2. Alternative Investments: Section covering alternative investment strategies, included when relevant to client's investment scope

3. Currency Hedging Strategy: Details of currency risk management, included for international portfolios

4. Tax Considerations: Overview of tax implications, included for complex structures or cross-border investments

5. Transition Management: Strategy for transitioning existing portfolio, included when client has existing investments

6. Securities Lending Program: Details of securities lending capabilities, included if relevant to strategy

7. Co-Investment Opportunities: Framework for co-investment possibilities, included for institutional clients

8. Digital Access Services: Description of online portfolio access and tools, included when digital services are offered

1. Schedule 1 - Investment Guidelines: Detailed investment restrictions, limits, and guidelines

2. Schedule 2 - Fee Schedule: Detailed breakdown of all fees, charges, and calculation methodologies

3. Schedule 3 - Performance Track Record: Historical performance data of similar strategies

4. Schedule 4 - Risk Disclosures: Comprehensive risk warnings and scenario analyses

5. Appendix A - Team Biographies: Detailed profiles of key investment professionals

6. Appendix B - Investment Process Flowcharts: Visual representations of investment decision-making processes

7. Appendix C - Operational Due Diligence: Details of operational infrastructure and controls

8. Appendix D - Sample Reports: Examples of client reporting formats and contents

9. Appendix E - Regulatory Licenses: Copies of relevant regulatory licenses and registrations