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.

News

Climate and Energy Finance Group: Uncovering the ESG Fund Lemons

MyFiduciary in partnership with the Climate and Energy Finance Group from the University of Otago, Saturn Advice, and Morningstar surveyed asset managers of global equity funds available to Australasian investors to understand how they integrate sustainable practices within the investment decision-making process. Findings showed that Responsible investing by fund managers is driven mainly by performance value and attracting investors, not ethical values and responsibilities.

Here to read the report findings

Here to read University of Otago media release

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.

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

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