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Fi360’s practical framework ensures investment strategy is being properly developed, implemented, and monitored to meet both legal and ethical obligations.
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​Whether one is trustee of a family trust, on the board of a charity or a director of a superannuation entity, the legislation in NZ and Australia is making it increasingly clear that there must be an investment governance framework in place.   Minimum components should include;
  • clarity of everyone's roles, services and responsibilities, including providers
  • an investment policy statement (IPS), setting out all governance processes and policies
  • a clear strategy to meet objectives and appropriately diversify assets
  • the due diligence procedures used and records of findings
  • an investment performance reporting approach that facilitates meaningful decisions
  • a review process to ensure that the investment governance framework remains effective


The benefits of defined Fiduciary Practices when applied by both trustees and their advisers should include;
  • providing evidence that a prudent investment process is in place
  • avoiding omissions through practical checklists
  • establishing an educational basis that builds confidence and trust
  • delivering improvements in investment performance
  • validating and controlling the many costs involved in investment

Helping you grow and protect the assets under your care 
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  • Home
  • Who We Are
    • Our Team
    • Partners
  • What We Do
    • Training
    • Assessments
  • Fiduciaries
    • Prudent Practices
  • Perspectives
  • Accreditations
    • AIF Designee Search
    • Logos for your Marketing
  • Contact
    • Calendar
  • Login
    • Designation Renewal