My Fiduciary Support

Fiduciary Support

We work with Advisers, Charities, Foundations, Māori and Iwi organisations, Pension Providers, and Industry Bodies.

Our Support Services

Investment Committee Support

We can provide in-person expertise for your investment committee.

Portfolio Design

We provide model portfolio services as well as bespoke solutions. Our portfolios consistently rank highly compared to Peer funds in the market place across all risk profiles.

Investment Strategy and Policy

We develop strategies and policies that align with your endowments, values and needs.

Approved Product Lists & Monitoring

We design Approved Product Lists, provide fund and portfolio monitoring, and insightful markets' commentary.

Portfolio and Investment Analysis

We cover listed and private market investments, as well as SRI and investing for impact.

Provider Due Diligence and Support

We assist you negotiate agreements with service providers, as well as complete provider due diligence and monitoring.

One-off or ongoing investment support

We assist investment organisations to develop, implement and monitor their investment strategies. This can be for a single project or in an ongoing basis. Our services include direct investment due diligence support.

MyFiduciary acts independently of advisers, investment managers and custodial service suppliers.

We charge on an agreed fee-for-service basis, rather than an asset under management charge, including in circumstances we are engaged in an ongoing fiduciary support role.

We also negotiate substantial fee savings and we fully pass these on to our clients.