Asset Consulting

The last few years have seen challenging investment conditions.   For optimal investment outcomes, it is important that the role of each party is clarified and appropriate responsibilities assigned.   Fund trustees and managers of assets must agree statements of investment policy and objectives.   We offer advice and assistance in managing the resulting investment structure.

We compile and publish two quarterly investment surveys, each with a different focus and target audience.   The first is a survey that provides information on the risks and returns (by different asset classes) from a wide universe of investment managers, the second a survey of the investment returns achieved by the major New Zealand master trusts.

With our expertise and market knowledge, we can advise on:

• setting and monitoring investment objectives,
• reviewing determining long term investment strategies,
• the optimum investment manager configuration,
• asset/liability modelling,
• appropriate quantitative and qualitative investment performance analysis,
• monitoring investment manager performance.

For copies of the disclosure statements for Ian Midgley, Bernard Reid and Mark Weaver please click below

• Ian Midgley
• Bernard Reid
• Mark Weaver