Altair Fiduciary Investment Consulting Services (1) - Flipbook - Page 3
HOW WE CAN HELP
> Fiduciary Investment Duty
Investment oversight is an absolute duty of a trustee, and regulatory-themed visits often cite
weaknesses in this area. A fresh review of this process by an independent professional will help to
identify risks and solutions, including possible efficiencies and new revenue opportunities. We can
also join, and if required chair, the investment oversight committees/forum, to further strengthen
this aspect of a fiduciary business.
> Investment Suitability
As a fiduciary knows, investing is never about one individual, but multiple beneficiaries and
factors. Are Behavioural Finance, ESG Responsible Investing and Sustainable Development Goals a
fad, or worthy of consideration when setting out a fiduciary’s investment strategy? Can you
sufficiently evidence that you own the investment suitability process? Altair provides the skills and
experience to define and leverage suitability through a fiduciary lens, for the benefit of your
business and your clients.
> Manager Selection
FSPs can deal with a multitude of investment managers, resulting in increased costs which they may
struggle to recover. Altair will enable you to have a clear process around future manager selection
that will focus on time-spent recovery for value added work and, in turn, leverage referral
opportunities from Asset/Wealth Managers.
> Education and training
Whilst FSPs are not expected to be subject matter experts, they need to know the appropriate
questions to ask of their appointed investment professionals. Altair will run workshops to help you
maintain best practice on new processes or technical areas to ensure your governance model is
well defined and robust. Investing in improving your staff’s knowledge will not only enhance client
experience, but will also support your ability to recruit, grow and retain.
> Other Services
Family Office consultancy and investment oversight services
Independent Investment Director services
Investment Due Diligence
Expert witness reporting
Counterparty risk management and liquidity