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Governance Framework A documented governance structure your firm can stand
Portfolio Design and Review Strategic asset allocation and portfolio construction grounded in
Managed Account Implementation From structure selection through to platform coordination, adviser
Manager Research and Due Diligence Qualitative and quantitative manager assessment with documented methodology.
Monitoring, Reporting and Review Ongoing portfolio oversight with reporting your committee and
Investment Committee Support Structured IC participation, whether you need a chair,
Transition Planning and Change Management When your firm changes providers, restructures its investment
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What the investment function actually costs an advice firm

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  • What We Do
    • Governance Framework
    • Portfolio Design and Review
    • Managed Account Implementation
    • Manager Research and Due Diligence
    • Monitoring, Reporting and Review
    • Investment Committee Support
    • Transition Planning and Change Management
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What the investment function actually costs an advice firm

Advice firms have been quietly subsidising their investment process for years.

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The governance gap that ASIC is now ready to test

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What advice firms can borrow from the institutional playbook

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What the investment function actually costs an advice firm

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Blog

The governance gap that ASIC is now ready to test

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Blog

What advice firms can borrow from the institutional playbook

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03 9602 3233
contact@vertexinvest.com.au
Level 10, 90 Collins Street Melbourne, VIC 3000
PO Box 24014, Melbourne, VIC 3001

What we do

  • Governance Framework
  • Portfolio Design and Review
  • Managed Account Implementation
  • Manager Research and Due Diligence
  • Monitoring, Reporting and Review
  • Investment Committee Support
  • Transition Planning and Change Management
  • About Us
  • Resources
  • Contact

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