How We Can Help You
for committees and staff in investment organisations.
We work with Advisers, Charities, Foundations, Maori and Iwi organisations, Pension Providers, and Industry Bodies.
Our services include:
Director, Trustee and staff skills development through fi360 Pacific's education programs
Development of holistic investment governance policies and procedures, covering conventional portfolios, alternative assets, and direct investing activities
Development of investment strategies and frameworks
Independent reviews of investment policies, processes and providers
Asset allocation, portfolio design, monitoring and compliance support
Due diligence support
Our Help Puts Your Best Interest First
is independent of advisers and investment managers. Our advice and services are determined by the best interest of our clients.
The foundation to our services is a set of clear and legally substantiated global good investment governance practices. This reflects that good investment governance:
Can materially improve long-term investment performances, reduce costs, and increase the sustainability of distributional requirements
Provides assurance for donors, regulators and beneficiaries that assets are being well-managed
May reduce liability and reputation risks faced by Directors, Trustees and other investment fiduciaries
Our services are provided on an agreed fee-for-service basis, including in circumstances where we are engaged in an ongoing fiduciary support role.
MyFiduciary now offers a digital compliance solution,
supports organisations to gather, grow and protect assets under their care.
We provide resources that enable better investment and business decisions.
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