Implemented consulting

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

In a world of increasingly complex and challenging markets, managing a portfolio takes time.

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.

Designed for you

Your organisation has unique needs and a specific governance and operating model which is why we build our implemented consulting solutions around you. You control the level of decision making you wish to retain and the tasks you want us to manage and we will deliver to your needs. Often with our clients their needs have changed over time and we take pride in adapting our service to meet your shifting requirements.

Global investment expertise delivered locally

Our investment professionals are located in 21 offices across all major financial markets gaining on the ground insights that are then globally coordinated to support our portfolio managers, and local consultants. We advise on $3.3 trillion in assets on behalf of our clients. Leverage our global investment capabilities with 24hr internal trading desk, global teams of asset class and market specialist and disciplined manager research capabilities. This global capability delivers you greater market nimbleness, cost efficiencies, enhanced risk management and access to broader return drivers.

Local market expertise

Our local team of consultants draw on their wealth of experience working with New Zealand plans and organisations to support your regulatory and administrative needs and deliver solutions that account for the specific demands of your organisation.

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