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Service Providers Framework 2020

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

          Portfolio Construction Advice, Operational Due Diligence
          Middle and Back Office Services

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          Aksia agreements with clients include detailed agreements of service offerings and fees.

01.3. Additional information. [OPTIONAL]

IC 02. Assets under advisement (Private)

IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.2. Describe how you incorporate ESG factors into your fiduciary management services.

ESG is incorporated into our research and investment process for no additional fee to clients.

03.3. Describe how ESG incorporation fits into your interpretation of fiduciary duty.

          We believe integrating ESG considerations into the investment process for our clients: (1) may help reduce  the risk of exposure to unethical or irresponsible investment managers and harmful strategies and investments; (2) can assist in increasing exposure to managers and funds who are investing in line with Aksia’s and our clients’ values and/or directives; and (3) may encourage greater discussion and adoption of responsible investment in the alternatives industry. We believe that these three elements are aligned with the interests of our clients and the carrying out of our fiduciary duty.

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients (Private)