Our implemented consulting service highlights two fundamental aspects of our service:
- an initial consulting process where we assist you to develop an investment strategy, and
- an implementation consulting process where we assist you in monitoring the ongoing effectiveness of that strategy.
initial consulting phase
The initial consulting phase consists of setting investment objectives for your fund, developing an optimal investment strategy to meet the set objectives, selecting appropriate specialist asset managers using our sophisticated qualitative and quantitative tools and then drafting an investment strategy document to demonstrate that the investment strategy is based on a thorough understanding of your fund’s needs and objectives.
implementation consulting phase
Effective implementation of an investment strategy involves ongoing monitoring of the strategy and the underlying asset managers, reviewing the objectives of the members and reporting on the investment strategy in clear and simple language.
implementing individual member choice
Where funds offer individual member choice, the fund members must receive the necessary education before exercising their choice. We assist you in this process by providing education documents and a user-friendly member calculator. We also supply a member sensitivity analysis to assist your members in making informed decisions.
 
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