Financial Viewpoint provides business and operational management advice primarily to asset owners and asset managers, specialising in supporting boards, committees and internal teams better manage their operations.
Financial Viewpoint brings a breadth of understanding across strategy, operations, investments and supporting governance. Our key point of differentiation is the ability to understand and work across multiple disciplines to draw together all the relevant elements, yet all centred around the successful achievement of investment outcomes. Example projects include:
- Working with board and investment committees on investment beliefs, investment governance, investment models, investment policies, service provider appointments, competitive positioning, delegations and peer risks
- Working with CEOs, CIOs and COOs on strategy, successor fund transfers, operating models, organisational design, as well as staff mentoring and training
- Working with teams on investment and operational due diligence (internal and external), service provider management, project implementations, conflict identification and management, and team development
- Reviews and advice relating to investment consultants, implemented consultants and custodians, along with related due diligence both domestically and internationally
- Negotiation of arrangements with outsourced service providers including fees, service standards and agreements
- Specialist work assisting investors reduce foreign exchange costs working closely with FX Transparency
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Brett Elvish is Founder and Director of Financial Viewpoint, with more than 30 years’ experience in investment management, investment consulting and investment operations. Over the past 20 years, Brett has been an advisor to many of Australia’s largest asset owners and asset managers. Brett’s pro bono activities include being director and Treasurer of CFA Society Melbourne, and a member of CFA Australia Employer Engagement Advisory Council. He is a Life Member and former Chair of the CIMA Society Australia and supported ASFA over 3 decades including in the role of Deputy Chair of the ASFA Economics and Investment Policy Council. Brett is a CFA charterholder, and has a B.Com. and MBA from University of Melbourne
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