Benefits
FidesIQ offers tangible benefits that improve the governance of investment decision making. It does this by: contributing to a sustainable decision-making process; helping meet requirements on advisor objective setting; inspiring a high quality dialogue; ensuring focus on strategic goals; prompting clear documentation; enabling stakeholder buy-in; and by giving access to a governance solution that is currently used only by larger schemes.
Robust repeatable process
Provides platform for robust repeatable strategic decision making process
Improves likelihood of meeting overall portfolio goals
Advice assessment
Quantitative measurement of outcomes achieved from strategic advice
Supports CMA requirement to set and measure objectives for investment consultants
High quality dialogue
Informs high quality dialogue between advisers and fiduciaries
Inspires timely action where necessary to alter or replace investments
Focus on strategic goals
Helps maintain a dispassionate focus on strategy
Focus maintained on decisions which make the most difference to scheme outcomes
Clear documentation
Prompts creation of a clear record of objectives for each strategic investment decision
Prevents unnecessary investment turnover on change of key personnel
Stakeholder buy-in
Enables sharing of strategic decisions, objectives and outcomes in a jargon free and easily accessible format
Offers reassurance to clients with objectivity and lack of conflict