Investment Governance
Analysis and Integration of Investment Policy and Oversight
With asset managers reaching for yield and taking ever more risk, meeting liabilities raises significant governance questions.
We see the key investment governance issues falling along the following fault lines.
Governance templates: how is your investment committee structured, and how does the committee discharge its fiduciary duty? What defines fiduciary duty? Is that definition shifting in a world of socially responsible investing? Has your committee orientated itself to these gathering trends?
Governance competency: do the members of your investment committee have the right skills and experience to oversee the investment program and its managers?
Governance activity: is your investment committee overseeing professional investment managers, monitoring their investment beliefs, updating their performance and assessing the level of risk? Or is your committee managing investments and trying to do the investment manager's job?
Working to optimize governance we can work with you to:
- Draft an investment policy statement.
- Set a hurdle rate.
- Define investment beliefs.
- Assign the appropriate amount of risk the committee is prepared to take.
- Identify an investment management approach and structure.
- Hold investment managers accountable – make sure they are earning their fees.
- Set the right investment policy guidelines for an impact investing program.
- Ensure your have the right identification and integration approach to ESG for your investment program.
We also deliver bespoke solutions to unique problems and all of our services embrace the following:
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