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The choice to adopt guidance, emerging practice tools or tactics referred to on the Investor Agenda website, or in Investor Agenda’s ICAPs Expectations Ladder and ICAPs Guidance Framework, is always at the ultimate discretion of individual investors in a manner consistent with their fiduciary duty to invest in best interest of their beneficiaries and based solely on their own decision making.
The aim of the ICAPs Expectations Ladder and ICAPs Guidance Framework is to provide a voluntary framework that can be used by all investors recognizing that there are differing mandates, contexts, strategies and aims together with considerations of jurisdiction, regulation and emerging practice that will determine the approach that can be taken by a particular investor. The ICAPs Expectations Ladder and ICAPs Guidance Framework are for knowledge-sharing purposes only and should not be construed as legal, tax, investment, financial, or other advice.