As specialist asset and risk consultants to sophisticated investors and the Not for Profit Sector, our services are designed to meet the unique challenges and opportunities facing institutional investors, their Boards and Investment Committees. Our investment approach, coupled with a focus on risk management, independence and innovation allow us to provide clarity, direction and solutions.
We offer three core levels of service.
1. Strategic Review Service (SRS)
Our Strategic Review Service has been designed to provide Boards and Trustees of Foundations, Family Offices and private companies with a comprehensive review of their existing financial management, alongside a thorough analysis of areas for improvement within their investment strategy, administration and financial governance. Encapsulated within every SRS is a summary of recommendations, focused on providing transparency, portfolio stability, accountability and reducing costs.
2. Portfolio Monitoring Service
Designed for Foundations with existing in-house or external investment capabilities, our Portfolio Monitoring Service provides an independent "macro" overlay to the asset and investment decisions made daily by the Foundation's fund managers and investment advisors. Our macro-overlay incorporates robust qualitative and quantitative research with our proprietary risk management framework and economic and market analysis. For an additional fee we can provide portfolio reporting and liaison with existing asset consultants and fund managers. Our Portfolio Monitoring Service is only available to investors with assets of $5 million or more.
3. Portfolio Management
Bespoke Portfolio Management services are available to charitable Foundations, Australian private companies and professional investors with investable assets of $5 million or more. Our Portfolio Management Service is a holistic multi-asset approach, with investment mandates tailored to our clients' needs. As a sub-set of our Portfolio Management service we also offer two tailored fixed income portfolios. More information on our Fixed Income Solutions is available here.
For more information about our services please contact our office. Our schedule of fees can be found here.
We offer three core levels of service.
1. Strategic Review Service (SRS)
Our Strategic Review Service has been designed to provide Boards and Trustees of Foundations, Family Offices and private companies with a comprehensive review of their existing financial management, alongside a thorough analysis of areas for improvement within their investment strategy, administration and financial governance. Encapsulated within every SRS is a summary of recommendations, focused on providing transparency, portfolio stability, accountability and reducing costs.
2. Portfolio Monitoring Service
Designed for Foundations with existing in-house or external investment capabilities, our Portfolio Monitoring Service provides an independent "macro" overlay to the asset and investment decisions made daily by the Foundation's fund managers and investment advisors. Our macro-overlay incorporates robust qualitative and quantitative research with our proprietary risk management framework and economic and market analysis. For an additional fee we can provide portfolio reporting and liaison with existing asset consultants and fund managers. Our Portfolio Monitoring Service is only available to investors with assets of $5 million or more.
3. Portfolio Management
Bespoke Portfolio Management services are available to charitable Foundations, Australian private companies and professional investors with investable assets of $5 million or more. Our Portfolio Management Service is a holistic multi-asset approach, with investment mandates tailored to our clients' needs. As a sub-set of our Portfolio Management service we also offer two tailored fixed income portfolios. More information on our Fixed Income Solutions is available here.
For more information about our services please contact our office. Our schedule of fees can be found here.
