INVESTMENT CONSULTANT

We work with institutional clients in the following areas:

Writing and reviewing Statement of Investment Policy and Objectives (SIPO) documents

We work with wholesale investors / trusts to review and /or create robust investment governance and risk management document structures for managing their investments. While there is a multitude of investment policy statements available, many fall short of providing the necessary attention to the governance practices, responsibilities, and procedures appropriate for wholesale investor or trustees to oversee and review the investment management practices of their investment advisors. We provide the necessary “rule and review book” setting out also how the trusts investments are to be governed, reported and benchmarked.

Investment governance

We assist wholesale investors / trusts review and enhance investment governance frameworks to improve client and beneficiary outcomes. By being independent and objective we help with frameworks for maintaining an appropriate level of investment governance.This includes reviewing governance of investment products, the methods of measuring, reporting on as well as identifying factors likely to impact investment outcomes, investment manager performance and managing conflicts of interest.

Portfolio monitoring and reporting

Reading and interpreting investment reports from an investment adviser can be difficult for trustees without expertise in this area. We independently interpret performance reports and valuations, providing discussion points for clients and trustees. Where there are multiple investment managers, we take a holistic approach and provide reporting across all investments.

And also,

• Selecting investment managers
• Trustee education
• Cost control and fees
• Investment systems review
• Risk management
• Regular investment benchmarking