Projects

Client Projects

• Working with board and investment committees on investment beliefs, investment governance, investment models, investment policies, service provider appointments, competitive positioning, and delegations
• Working with CEOs, CIOs and COOs on strategy, successor fund transfers, operating models, organisational design, as well as staff mentoring and development
• Working with teams on service provider management, due diligence (internal and external), project implementations, conflict identification and management
• Reviews and advice relating to investment consultants, OCIOs, 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 Inc

Sample client activity includes:

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 draw together multiple disciplines to deliver desired outcomes. Projects range from strategic advisory and facilitation through to detailed operational implementation ensuring desired outcomes are achieved. Sample client work includes:

Corporate superannuation

• Lead advisor and negotiator for corporate superannuation outsourcing and successor fund transfer
• Implementation of investment and operational arrangements for a multi-billion public market investment program
• FX transaction cost analysis
• FX implementation advice and international treasury due diligence
• Member investment choice implementation
• Organisational design
• Investment administration review, including fee and service level negotiation and document drafting

Government superannuation

• Investment service provider review
• Investment consulting RFP process
• Investment team organisational design
• Mentoring and development of investment team

Industry superannuation fund

• Investment consulting RFP process
• Investment administration RFP process
• Mentoring and development of investment team
• Investment workshop facilitation

Endowment

• Investment model review
• OCIO RFP process
• Development of operational documentation
• Review and update of service agreements

Government asset manager

• Target operating model
• Investment administration RFP process
• Global due diligence

Other work for asset owners

• Board and investment committee strategy facilitation
• Investment beliefs review
• Service provider negotiation
• Investment governance framework
• Material service provider reviews
• FX transaction cost analysis
• Conflicts of interest management

Other work for asset managers

• Strategy advice
• Competitive positioning
• Pitch consulting
• Market entry
• Operational reviews
• Due diligence preparation

From Opportunities to Results

Financial Viewpoint brings a breadth of understanding across strategy, operations, investments and supporting governance.