Assessments

We work with Boards and organisations to help them improve processes, reduce costs and achieve better investment outcomes.

Investment Process Reviews and Assessments

We provide investment governance and process reviews, identifying gaps and opportunities for improvement.
Three levels of assessments are offered for investment stewards (trustees), advisers and investment managers.

Level 1 - Assessment

A Self-Assessment of Fiduciary Excellence (SAFE) can be used internally within an organisation to identify opportunities for improvement relative to the global fiduciary best practices.

Level 2 - Assessment by an Independent Analyst

We provide confidential assessments designed to identify opportunities for improvement for your governance and investment process.

Internationally Recognised CEFEX Certification

We also work with our international partners to provide formal process assessments and verification to the internationally recognised CEFEX certification.

Globally organisations managing over $600 billion USD adhere to this standard. This includes Foundations, Pension Providers, Fund Managers, Advisers, and Investment Support Services.

See here for CEFEX certified organisations in Australia and New Zealand.

Why Work with a CEFEX Adviser?

Level 3 - Global Accreditation

A formal CEFEX accreditation by an independent AIFA® Analyst demonstrates your organisation's ongoing commitment to excellence in investment governance.

If your organisation would benefit from an assessment of its investment governance please get in touch.