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
Investment consulting reviews
Investment manager capability reviews
Investment managers
(Australian & international shares, bonds, property)
- Target market
- Product design
- Pitch material
- Mock reviews
- Operational due diligence
- Investment consulting market
- After tax returns
- Fees, including performance fees
Negotiation strategy & implementation
(fees, service standards, commercial terms, litigation)
- Retail platform
- Commercial multi-manager
- Industry funds
- Public sector funds
- Corporate funds
- Retail fund
- Covering:
- Custodians
- Investment managers
- Administrators
- Investment consultants
Strategy off-site facilitation
- Strategic review of investment positioning
- Alignment of investment strategy and business (fund) strategy
- Alignment of internal resources and expertise with areas of greatest impact
- Alignment of external resources with investment strategy
- Internal capability self assessment
- Peer risk sensitivity analysis
Investment administration (custody) reviews
Operational due diligence reviews
- Multi-managers
- In-house investment managers
- External investment managers
Industry superannuation fund
Strategic and operational advice to guide the establishment of common infrastructure to support multiple funds, tax structures & investment options:
- Current operation, competitive landscape and regulatory environment
- Strategic positioning
- Investment governance
- Member entitlements
- Operating models
- Custodian review and selection process
- Asset consultant selection process
- Unit pricing and taxation
- Operational transition
Multi-manager and private equity fund
Strategic and operational advice:
- Business model
- Target market
- Product design
- Investment administration providers
- Investment systems and infrastructure
- Operational due diligence framework
- Investment manager due diligence
- After tax returns
- Transition manager panel
Investment platform provider
Implementation efficiency review for an investment platform provider
- Business model and governance
- Investment menu
- Investment manager relationship management
- Operational implementation models
- Fee and service re-negotiation
- Product changes
- Operational changes
Industry superannuation fund
Project managed the asset transition for a $200 million defined benefit to defined contribution conversion
- Strategy determination
- Detailed implementation planning
- Implementation
- Post implementation review
Specialist debt investment manager
Strategic and operational advice:
- Business concept
- Business model
- Financial modelling
- Equity raising
- Product design
- Fund raising
- Target market
Multi-manager
Project manage a $1.5 billion asset transition for a multi-manager and retail investment platform
- Appointment and termination of over 50 investment managers
- Trading across multiple markets and asset classes
- Implementation of new investment strategies
- Launch of new investment trusts
New market entrant
Strategic advice for an international company considering acquisitions
- Australian superannuation industry
- Member administration
- Key issues and trends