Strategic Investment Advice for Trustees and Asset Owners
Investment consulting is a key service that we offer. We can help trustees and other asset owners set in place strategies to navigate challenging investment markets.
For optimal investment outcomes, it is important that the role of each stakeholder is clarified and appropriate responsibilities assigned. Fund trustees and asset managers must agree statements of investment policy and objectives (SIPOs). We offer advice and assistance in managing the resulting investment structure.
We compile and publish a quarterly investment survey, which provides information on the risks and returns of a wide universe of investment managers, and the major KiwiSaver providers.
