Institutional Consulting

Informed and objective advice to a wide range of institutions, creating frameworks that enable them to manage their financial assets.

What we do

The Institutional Consulting team works with organisations to understand their strategic objectives with a view to optimising their finances in a manner that will enable them to face the future with certainty.

Client centric service offering

  • Situational assessment
  • Link mission to financial objectives
  • Spending policy guidelines
  • Fiduciary plan analysis
  • Asset realisation strategy
  • Income and expenditure analysis
  • Asset and liability matching
  • Balance sheet and cash flow assessment
  • Liquidity analysis
  • Actuarial assessments
  • Reserve policy development
  • Dynamic portfolio construction
  • Asset allocation modelling
  • Portfolio objective setting and risk modeling
  • Responsible and mission-based investment
  • Education and trustee training events
  • Custody services
  • Performance measurement and monitoring
  • Fiduciary training
  • Client suitability report (previously referred to as investment policy statement), development and maintenance
  • Investment manager selection and monitoring
  • Portfolio design
  • Strategic rebalancing
  • Portfolio reviews and on-going performance evaluation
  • Liquidity management
  • Risk management

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