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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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 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 |