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Expert Asset consulting for pension funds

Maximizing Returns. Minimizing Risks. Ensuring Financial Security.

At Avena Wealth, we specialise in providing top-tier asset consulting services tailored specifically for retirement funds. Our goal is to help retirement fund managers and trustees make informed decisions that maximise returns, minimize risks, and ensure long-term financial security for beneficiaries. . 

Our Services

1. Investment Policy Development and Review 
Creation of Investment Policy Statement (IPS):  
Periodic Review and Update of the IPS. 
2. Strategic Asset Allocation 
Developing long-term asset allocation strategies based on the fund’s objectives, risk tolerance, and time horizon. 
3. Manager Selection and Due Diligence 
Asset Manager Research:  
Asset Manager Due Diligence:  
Facilitating interviews and meetings with potential managers. 
4. Performance Monitoring and Reporting 
Providing detailed performance reports tailored to the needs of the Board and Investment Committee. 
5. Risk Management 
Conducting comprehensive risk assessments to identify and evaluate various risks (market, credit, liquidity, operational). 
Developing and implementing strategies to mitigate identified risks. 
Performing stress tests and scenario analyses to evaluate the portfolio’s resilience under different market conditions. 
6. Alternative Investments Consulting 
Providing expertise and advice on alternative investments, including hedge funds, private equity and real estate.  
Conducting due diligence and ongoing monitoring of alternative investment managers. 
7. Education and Communication 
Conducting workshops and seminars to enhance the knowledge and understanding of the Board and Investment Committee. 
Providing regular updates on market conditions, economic trends, and investment opportunities. 

8. ESG and Socially Responsible Investing(SRI) 
Developing ESG and SRI policies, if required, that align with the fund’s values and objectives. 
Identifying and selecting asset managers who incorporate ESG and SRI criteria into their investment processes. 
9. Custody Services Assistance 
Assisting in the selection of a custodian for safekeeping and administration of assets. 
Conducting periodic reviews of custodian services to ensure compliance and performance.
10. Transition Management 
Assist in the appointment of a transition manager or perform in-house transition management 
developing and executing transition plans for changes in asset allocation or manager changes. 
Implementing strategies to minimize transaction costs and market impact during transitions.
11. Fee Analysis and Negotiation 
Analysing the fees charged by asset managers and service providers. 
Assisting in fee negotiations to ensure competitive pricing and value for services received
12. Governance and Compliance 
Providing training for the Board and Investment Committee on fiduciary duties and responsibilities. 
Ensuring adherence to regulatory requirements and best practices. 
Conducting periodic governance reviews to assess and improve decision-making processes. 

Why choose Avena Wealth?


Expertise and Experience
Our team comprises seasoned professionals with extensive experience in asset consulting for retirement funds. We bring a wealth of knowledge and a proven track record of success to every client relationship. 

Customised Solutions 
We understand that each retirement fund is unique. Our personalised approach ensures that we develop strategies and solutions tailored to your specific needs and objectives. 
 
Commitment to Excellence 

We are dedicated to delivering exceptional service and achieving outstanding results for our clients. Our commitment to excellence drives everything we do, from strategy development to ongoing support and reporting. 

Get Started Today

Let us help you achieve your retirement fund’s goals with confidence. Contact us today to learn more about our asset consulting services and how we can support your fund’s success. 
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