Our Services
Our foundation is a set of comprehensive and legally-substantiated Prudent Practices. Our unique training programs and assessment services are utilised by:
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:
Utilising our services demonstrate your commitment to the highest fiduciary standards of care, and can enhance your professional or organisations' standing.
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.