By Chris West - Principal Consultant - Context Capital
How to structure an effective and high performing Investment Committee in a best interests world?'
As leading advice practices continue to evolve their offerings, a common topic of conversation has been 'How to structure an effective and high performing Investment Committee in a best interests world?'
This short article points out 5 key areas to consider with 16 questions to consider.
Chris West and his colleagues at Context Capital have observed that there appears to be significant variability on what constitutes an Investment Committee from practice to practice.
At one end, some of these are relatively informal forums to share insights on markets and receive manager presentations whilst others are institutional grade, well structured ‘Board style’ committees with formal agendas and a structured and diligent approach to decision making.
There appears to be significant variability on what constitutes an Investment Committee
Strong investment governance is a cornerstone of investment success.
Investment governance can be your practice defining process
Summary
Chris and the Context Capital team believe that strong investment governance is a cornerstone of investment success.
This is an incredibly important issue, and Chris wants to share the types of questions you might use "in the field" to really help you have deeper conversations about what can be a "practice defining process".
He says "We trust these types of questions can help you engage with practices in your network on a (possibly unexplored) level, in order to help you bring value to your clients."
About
Context Capital is a Perth-based boutique investment consultant that primarily serves the needs of financial advice and dealer groups, wealth management firms and family offices.
Context Capital provides services across investment governance, strategy, portfolio construction, manager selection and implementation of multi-asset portfolios.
Chris West is a Founder and Principal Consultant
