AssessmentsOur assessments are used globally by Boards and organisations to identify how they can improve processes, reduce costs and provide better investment outcomes.
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SupportWe assist investment organisations develop, implement and monitor their investment strategies.
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TrainingDevelop your governance capabilities through globally recognised investment governance training.
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Who We ServeWe work with Advisers, Charities, Foundations, Māori and Iwi organisations, Pension Providers, and Industry Bodies.
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Your Best Interests FirstWe base our advice and services on your best interests. Global good investment governance practices are the foundation of our support. Our fees are set on a fee-for-service basis, including when we have an ongoing fiduciary support role. |
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Responsible Investment
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We believe that implementing a Responsible Investing (RI) strategy can help you achieve better investment outcomes. We can help you incorporate environmental, social, governance and cultural (ESGC) factors into your investment decisions. We have considerable experience in implementing RI strategies for Advisers, Managers, Institutional and other Investors. |
News
MyFiduciary Report on KiwiSaver for the FMA
The FMA commissioned MyFiduciary to examine how active or passive each KiwiSaver Provider is. Our report also explores how investment fees differ between active and passive approaches. In addition to assessing the degree of activeness, we provide our view on trends in investment management fees and how this relates to what we observe with respect to KiwiSaver fees.
Here to download report
FMA Media Release
Here to download report
FMA Media Release
CEFEX Certification Updates
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Congratulations to Shadforth Financial Group for earning the international certification awarded by the Centre for Fiduciary Excellence (CEFEX). CEFEX-certified firms adhere to a standard representing the best practices in their industry.
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