FOCUS

Implemented consulting

With world class investment solutions designed around your needs, you are free to focus on what matters most to your organisation.

Retain control of what's important to you, and delegate the rest

As a board member or senior executive you’ve got a lot of decisions to make, but often limited time and resources. While strategic oversight is critical to your role it leaves little time for day-to-day management of your investment portfolio. Let us help you.

With our Implemented Consulting service you can delegate the day-to-day management of investment portfolios to us. Our local experts advise you and support the development or review of your risk profile, investment objectives and preferred asset allocation. We then draw upon our global investment resources to deliver and manage a portfolio that helps you achieve your goals.

Built around you.

Every organisation has unique needs and a specific governance and operating model. That's why our approach is deliberately flexible. You determine the level of delegation and we take care of the rest, evolving with you as your needs change.

Specialised practices

Our specialists bring an intimate understanding of the issues faced by organisations like you, drawing from years years of first-hand, local experience and our broader practices.

Not for profit
Our dedicated team can help you maintain your asset base, manage your spending rate, and respond to specialised tax treatment and reporting demands.

Endowments
Helping endowments and foundations align their investment strategy to their mission, balancing the need for growth and minimising the negative impact of unexpected events.

Insurers
Holistic program focused on managing complex liability driven investing programmes. Risk management is a key focus, particularly funding risk, climate change risk and volatility management.

Superannuation
Australia’s first truly personalised superannuation offering, extensive liability management expertise and intimate knowledge of APRA reporting obligations.

Global investment approach

Our global investment approach-developed over that last 80 years-efficiently focuses a diversified selection of the world's leading managers and strategies on your goals.

Find out more

For questions, contact Daniel:

Daniel Greyling
/ DIRECTOR, STRATEGIC PARTNERSHIPS

+61 2 92295234

Request more information

Site preferences