Fiduciary Support
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We work with Advisers, Charities, Foundations, Māori and Iwi organisations, Pension Providers, and Industry Bodies.
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Our Support Services
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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. |
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. |
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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.
MyFiduciary supports you to gather, grow and protect assets under your care.
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