institutional asset consulting

As a trustee, your members' financial futures are literally in your hands. The changing regulatory environment is becoming increasingly demanding and your investment decisions are under constant scrutiny. We understand this and carefully guide your investment decisions, identify your members’ retirement needs and ensure that you meet your investment fiduciary obligations.

At acsis, we provide an investment consulting service to retirement funds and trustees so that their members can achieve lasting financial well-being. We treat your fund as if it is our own because we understand that deciding how to invest the assets is a serious responsibility.

That’s why our investment consulting team works closely with you to understand your fund’s needs.  We assist you to develop a suitable investment policy and strategy and then consult on the implementation of that strategy.  Throughout the entire investment process, we guide your investment decisions and ensure that you understand the implications of your chosen investment strategy.

Our investment consulting approach ensures that you meet your investment fiduciary obligations and adopt an appropriate strategy for your fund’s and individual members’ overall needs.

 

“a powerful process that ensures you meet your fiduciary obligations"

 

for more information, read our brochures