Asset Consulting

We are committed to providing a personalised asset consulting service that aligns with the values of your NFP. Our experts will listen to your requirements and consider all options available before presenting you with the information you need to make decisions regarding your organisation’s assets.

Our experts:

• Will help define appropriate governance of assets
• Establish any ESG requirements and build a mandate for your organisation that is consistent with its core values
• Construct an appropriate Investment Policy Statement (IPS) that aligns with the values of your organisation
• Create a bespoke strategic asset allocation in accordance with the IPS
• Provide strategy, education, and implementation of investments
• Monitor, review, and report to the requirements of your organisation’s board