Investment Governance
Given our independence, we provide oversight to many investment committees and boards on their investment strategy and implementation.
We are experienced at writing Statement of Investment Performance and Objectives ("SIPOs") which articulate an investment strategy.
We have experience advising on the construction of investment committees for a number of clients including endowment funds, Iwi and sovereign wealth funds, among others. We have acted as a trustee and director on investment matters as well.
Conducting RFPs to select investment products and/or managers.
Our independence is an added layer of governance that allows a board to act with assurance that:
Investment decisions reflect the SIPO.
New regulatory requirements are accounted for.
Broader fiduciary obligations are met.
Organisational goals can be achieved.
Related Capabilities
“Give me a one-handed economist! All my economists say, ‘on the one hand and on the other’”