My Fiduciary Home

Fiduciary support for assets under your care

Assessments

Our assessments are used globally by Boards and organisations to identify how they can improve processes, reduce costs and provide better investment outcomes.

Support

We assist investment organisations develop, implement and monitor their investment strategies.

Training

Develop your governance capabilities through globally recognised investment governance training.

Who We Serve

We work with Advisers, Charities, Foundations, Māori and Iwi organisations, Pension Providers, and Industry Bodies.

How we can help you

Your Best Interests First

We 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.

Remembering Ross Fowler

Ross Fowler Principal and founder of MyFiduciary and Fi360Pacific, passed away on 16th November 2021 after a long battle with illness.

He was an experienced investment governance analyst and consultant. He worked alongside his wife Jill, and in time other Principals to develop the MyFiduciary team and business to the prominence it enjoys today.

In New Zealand and throughout the Asia Pacific region, Ross was respected and admired for his work and contributions in the investment governance field. Ross was responsible for the design and delivery of our fiduciary governance training. He was especially passionate about empowering and assisting trustees in the Iwi and charity space. He was a gifted instructor, and his talent and enthusiasm earned him a great reputation and long-lasting professional relationships.

Ross was held in the highest esteem and regard by clients, colleagues and friends and he will be greatly missed.

News

MyFiduciary Targets Net-zero Carbon

MyFiduciary will target net-zero green house gas emissions across our client portfolios. We aim to achieve this by tilting to emission-reducing investments as well as collaborating with the wider industry to ensure better climate change portfolio measurement tools are available to all investors.

Here to read media release

Climate Investment Risk and Trustee's Fiduciary Duties

In New Zealand the Aotearoa Circle commissioned Chapmann Tripp to provide a legal opinion on how Trustees should factor climate change into their investment decision making as part of their fiduciary duties (this follows from an opinion released last year for Company Directors and fund managers). This opinion is ground-breaking, and we believe will be material for most Trusts in New Zealand. A link to the opinion is here.

Trend-following is a strategy that seeks to profit from trending behaviour in markets. This paper discusses attributes and weaknesses of this type of strategy. We examine the historical performance of trend-following in bear markets as well as its potential for risk mitigation.

Here to download the paper

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.

MyFiduciary is a member of the Responsible Investment Association of Australasia (RIAA). RIAA is the main industry body for responsible, ethical and impact investors across Australia and New Zealand. Membership comprises over 350 members who manage more than $9 trillion in assets globally.