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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News
Introduction to Trend-following
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
Here to download the paper
Insurance Linked Strategies
Most investors are unfamiliar with Insurance Linked Strategies (ILS) which they take time to understand. This paper focuses on ‘Catastrophe Bonds’ as a form of insurance linked strategy that is publicly traded. The attractiveness of ILS is that it can provide portfolios with returns in excess of investment grade fixed income in an uncorrelated fashion. We discuss its role as a yield enhancer as well as its potential in risk mitigation.
Here to download our paper
Here to download our paper
The Fixed Income Conundrum
In recent years, bonds’ ability to deliver capital gains has declined as yields have fallen. Yields are now lower than those available from equities and in many cases are negative in real, if not also nominal terms. The ability to generate capital gains is less than the potential for capital losses. This paper discusses the implications of fixed income’s vanishing yields, and how it has both lowered expected portfolio returns and increased the expected risk of balanced portfolios.
Here to download our paper
Here to download our paper
Guide to Taxation on Foreign Equities to NZ Residents
MyFiduciary and Kernel Wealth have co-written a white paper on taxation of foreign equities. Overseas investment funds can be attractive for several reasons compared to New Zealand based products. There is a great deal more to choose from, investors can pick from some of the world’s best investment managers, and headline fund manager fees are sometimes much lower. However, in many cases, you will pay more tax than if you invested in a New Zealand product. The extra tax may more than offset any saving in manager fees, leaving you with a lower overall return.
Here to download the executive summary
Here to download full report
Here to download the executive summary
Here to download full report
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
FMA Consultation Paper on KiwiSaver fees and value for money
Here to download report
FMA Media Release
FMA Consultation Paper on KiwiSaver fees and value for money
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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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. |
