Investment Strategy Solutions

Provision of bespoke investment strategy solutions for investors and fiduciaries for investors:

  • Superannuation funds
  • Wealth / Advisory dealer groups
  • Government agencies
  • Platforms
  • Endowment funds
  • Not-for-profit institutions
  • Insurance companies

Key principles that drive investment solutions are:

  • Independence of advice
  • Fiduciary duty to the client
  • Focus on holistic solutions and long term outcomes
  • Reflect client implementation constraints
  • Oversight of fees and expenses

Key services include the development and implementation of investment policy solutions, including:

  • Statement of purpose
  • Investment objectives
  • Articulation and quantification of asset classes
  • Strategic asset allocation of portfolios/options
  • Management of asset allocation
  • Investment manager composition
  • Investment manager selection
  • Performance reporting
  • Attribution analysis
  • Market and liquidity stress testing
  • APRA and ASIC investment governance reporting requirements