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Compliance and Governance

Our governance solutions provide your compliance team and/or investment committee with a range of services.

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Panel Management System

Access a customised panel management interface that provides strategic data and information at a glance, using our online research platform, AdvantageIQ

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Independent Investment Advice

Leverage the experience and skill of senior, independent professionals, acting as trusted investment advisers to your team.

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Trustee Solutions

Welcome pension scheme and investment veterans onto your trustee board as independent trustees.

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Operational Due Diligence

Ascertain the strength of the operational and governance framework underpinning the execution of a fund’s strategy.

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VCT Valuations & Monitoring

Log on to our performance database to generate individual VCT valuation summaries and other reports.

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Investment and Governance Training

Take part in 1:1 and group training for investors on all investment issues, demystifying investment jargon and complexity.

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Panel Advisory Solutions

Deploy our panel solutions, including advice on panel criteria, personalised selection, ongoing monitoring and audit.