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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Remembering Ross Fowler
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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
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.
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.
Fiduciary Excellence
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MyFiduciary holds a CEFEX certification for our investment support services. This means we meet the highest global fiduciary standars set by the international Centre for Fiduciary Excellence (CEFEX).
CEFEX serves as an independent auditor to verify that a firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence. Globally organisations managing over $600 billion USD adhere to this standard. This includes Foundations, Pension Providers, Fund Managers, Advisers, and Investment Support Services. Find out what it means to be CEFEX certified here |
