How we help
We don’t compete with fiduciary managers, but we do excel at working with them.
Our fiduciary oversight service is more than a manager selection exercise with performance reviews. If you need to get up-to-speed on the basics, we run training sessions. We help set objectives to make sure your fiduciary mandate fits your needs and provide ongoing oversight to keep managers on track.
Our work draws on our independent heritage. With over 100 investment consultants across our firm, we deal with the same issues as fiduciary managers, though in an advisory context. That means we know their business well. We know how to ask the right questions, of the right people, at the right time.
Our clients like the clarity we bring. We help them understand what drives risk and return, where the fiduciary manager has been successful, when the client retains decision-making and when it has been delegated.
