Implemented Consulting is when a Board of Trustees delegates to an investment Adviser certain Investment responsibility, such as manager selection, portfolio construction and tactical asset allocation or rebalancing.
This approach is to assist the Board of Trustees in their fiduciary role as it has become increasingly complex, leaving fiduciaries to navigate the ever-changing investment landscape with little expertise in this field. Therefore, the Investment Adviser function is that of a co-fiduciary to the Board of Trustees.
We believe that the fiduciary role is not where the fiduciary fully hands over its responsibility to a third party for implementation. However, it is a co-fiduciary approach, where the solution is tailor-made to align with the exact need and investment objectives of the client.
Our approach focuses on a custom-designed program that is tailored to the needs of our clients and compliant with investment policies. This is done on the back of fully disclosed and independent investment advice free of conflicts of interest. We can achieve this by dedication of resources and expertise to allow for the fiduciary to focus on decisions that make a meaningful impact to the overall management of their funds. This approach provides our clients more ownership of the process in a tailored solution that fits into the Fund’s wider unique investment strategy, this includes the return and risk objectives.
Risk management is at the core of how we approach investments at each stage of our consulting process.
