Mandate definition
Every mandate begins with a written problem statement, defined scope, outputs, stakeholders, limitations, and timeline. Assumptions, transformations, and calculations stay documented and reviewable.
Data handling
Confidential document handling, retention policy, access controls, lineage, and source traceability, defined at mandate level for cross-border institutional work.
Vendor governance
Specialized resources may support production. Markets IQ retains client framing, governance, methodology, quality review, and final delivery.
Conflict management
Mandate-level conflict checks, role separation between commercialization and data mandates, and disclosure where required.
Financial advisory exclusion
M&A advisory, valuation opinions, restructuring advisory, project finance advisory, and rating advisory remain outside Markets IQ.
Investment distribution exclusion
No fundraising, fund placement, investor solicitation, capital introduction, securities distribution, or asset management marketing.
Aligned with institutional reporting standards.
Our data and reporting infrastructure work aligns with the frameworks institutions rely on, including IFRS, IFRS 9, US GAAP, and ILPA reporting formats.
