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Our Services
​Our foundation is a set of comprehensive and legally-substantiated Prudent Practices.  Our unique training programs and assessment services are utilised by:​
  • Board and staff from Pension Funds, Sovereign Funds, Foundations, Charities and other Funds.
  • Financial Advisors, Investment Managers and other investment fiduciaries.
  • Industry bodies, training establishments, and professional organisations whose members may often be place in fiduciary roles (e.g. the legal and accounting professions).​ ​
Benefits to you
​​A substantive literature shows that good investment governance is crucial for good investment outcomes, and can reduce reputations and other risks. Our training and assessment services can:
  • Help individuals better execute their investment governance roles through enabling better questions and awareness of investment governance responsibilities.
  • Help committees improve internal and external dynamics through clarification of roles and responsibilities, improved reporting, and focus on what matters most.
  • Help organisations improve investment polices, provider due diligence and ongoing monitoring and reporting processes.
  • Enhance transparency and better prepares organisations for scrutiny by regulators, donors and other beneficiaries.
  • Ultimately lift investment performance.

Utilising our services demonstrate your commitment to the highest fiduciary standards of care, and can enhance your professional or organisations' standing.
Helping you grow and protect the assets under your care
Our Services
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  • Home
  • Who We Are
    • Our Team
    • Partners
  • What We Do
    • Training
    • Assessments
  • Fiduciaries
    • Prudent Practices
  • Publications
    • Store
  • Accreditations
    • AIF Designee Search
  • Contact
    • Calendar
  • Login
    • Designation Renewal