We work with Fiduciaries to help specify objectives, roles and responsibilities, investment beliefs and strategy, risk and return parameters, distribution (spending) policy, due diligence criteria, and monitoring and review procedures. For iwi and maori organisations policy development will also normally include incorporation of endowments and alternative or direct investing activities and aspirations.
Investment process reviews and assessments
We provide confidential investment governance and process reviews, identifying gaps and opportunities for improvement, including by reducing supplier costs to more competitive levels. We also provide formal process assessments and verification to the internationally recognised CEFEX certification
One-off or ongoing investment support We assist investment organisations implement and monitor their investment strategies. This includes negotiating service agreements with providers; provider due diligence and recommendations; investment product and provider monitoring; reporting to committees; and 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.