Investment management consulting

Our investment management consulting services

• Charity investment consulting

  Trustees must balance financial objectives with risk, liquidity, spending requirements, responsible investment considerations and the wider needs of the charity. We help trustees establish what their investments need to achieve, develop or review their investment approach, assess investment managers and maintain effective oversight. Our proprietary analysis, questionnaires, workshops and training help trustees understand their choices and make informed decisions throughout the process.

• Fiduciary investment consulting

  Family offices, company boards and other fiduciaries may be responsible for significant assets without having a dedicated internal investment team. We help clients clarify what their investments need to achieve, develop or review their investment approach, assess providers and establish effective governance and oversight. Our work is adapted to the client’s objectives, structure and decision-making requirements.

• Development finance consulting

  Development finance institutions and other asset allocators may require independent analysis before allocating capital to complex or specialist investment opportunities. We provide investment and operational due diligence to help clients understand whether an opportunity is suitably structured, governed, resourced and controlled for its intended purpose. Where appropriate, we can draw on expertise from across Forvis Mazars, including operational due diligence, valuations, trading and investment operations, systems and controls, governance and risk management.

Why work with us?

Our support is tailored to the nature of the decision and the needs of the people responsible for it. An engagement may address a specific investment question or form part of a wider review of an organisation’s strategy and arrangements.

• Practical investment expertise

  Our investment specialists bring hands-on experience in asset allocation, manager selection, portfolio construction and governance. Having advised fiduciary clients for more than ten years, we help organisations strengthen investment strategies, assess managers, improve governance and evaluate specialist investments.

• Analysis grounded in evidence

  Our recommendations are supported by proprietary quantitative analysis, helping clients assess risk, return and strategy alignment. We combine data-driven insights with practical investment experience and an understanding of each client’s objectives.

• Support for decision-makers

  We help boards, trustees and investment committees make informed decisions through training, workshops, questionnaires and ongoing engagement. Our approach builds confidence and strengthens investment governance.

• Experience across specialist investments

  We provide independent assessments of complex, alternative and less familiar investment strategies, helping clients understand opportunities, risks and suitability before making decisions.

• Investment expertise backed by wider capabilities

  As part of Forvis Mazars, we can draw on specialists in valuations, operational due diligence, investment operations, systems, controls, governance and risk management. This multidisciplinary approach ensures investments are assessed from every relevant perspective.

Investment management consulting FAQs