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Investment Consulting Services
Our investment consulting team provides investment advice to a wide range of organisations including superannuation funds, wealth managers, charitable trusts, community trusts, church groups and iwi.
Our investment consulting services can include:
- development of an appropriate investment governance structure
- formulation, documentation and review of investment policy
- drafting of a Statement of Investment Policy and Objectives (SIPO)
- selection and monitoring of investment managers
- compliance with the requirements of the Financial Markets Conduct Act 2013
Our key strengths are:
Independence – Aon is not manager or distributor of wholesale investment products and we are independent of all fund managers. This means we can offer impartial advice and support when it comes to selecting, reviewing and monitoring investment managers. As a result, our clients can be assured that the investment solutions that we recommend are the ones that best match their goals and objectives.
Local experience with global support – our New Zealand consulting team has a wealth of local experience, but we also benefit from the expertise and the resources of the global Aon group. Aon is one of the largest investment consultants in the world, with over US$4.6 trillion in assets under advice. Globally, we have over 600 colleagues, who serve over 2,200 investment consulting clients. We know the local market and can provide relevant and appropriate advice for New Zealand clients – but we also have access to global best practice solutions.
Tailored investment solutions – our team has been providing actuarial and investment consulting advice in New Zealand since 1979. We have proven experience in providing investment solutions to a broad range of clients, both large and small. We tailor our services to meet the needs of our clients – we don’t force clients into a standardised ‘Corporate’ solution.
For more information on Aon’s investment solutions, please contact Simon Ferry on +64 9 362 9825 or email simon.ferry@aon.com.
Aon Investment Update
Our most recent investment surveys are included here - please contact us to find our about subscribing to our surveys, or to obtain a copy of a historical survey that isn't shown below.
- 2024-05 Aon Investment Update as at June 30th 2024.
- 2024-04 Aon Investment Update as at May 31st 2024.
- 2024-03 Aon Investment Update as at April 30th 2024
- 2024-03 Aon Investment Update as at March 31 2024
- 2024-02 Aon Investment Update as at February 29th 2024
- 2024-01 Aon Investment Update as at 31st January 2024
- 2023-12 Aon Investment Update as at 31st December 2023
- 2023-11 Aon Investment Update as at 30th November 2023
- 2023-10 Aon Investement Update as at 31st October 2023
- 2023-09 Aon Investment Update as at 30th September 2023
- 2023-08 Aon Investment Update as at 31st August 2023
- 2023-07 Aon Investment Update as at 31st July 2023
- 2023-06 Aon Investment Update as at June 30th 2023
- 2023-05 Aon Investment Update as at May 31 2023
- 2023-04 Aon Investment Update as at 30 April 2023
- 2023-03 Aon Investment Update as at 31 March 2023
- 2023-02 Aon Investement Update as at 28 Febraury 2023
- 2023-01 Aon Investment Update as at 31 January 2023
- 2022-12 Investment Update as at 31st December 2022
- 2022-11 Investment Update as at 30th November 2022
- 2022-10 Investement Update as at 31th October 2022
- 2022-09 Investment Update as at 30 September 2022
- 2022-08 Aon Investement Update as at 31st August 2022
- 2022-07 Aon Investement Update as at 31st July 2022
- 2022-06 Aon Investment Update as at 30 June 2022
- 2022-05 Aon Investment Update as at 31 May 2022
- 2022-04 Aon Investment Update as at 30 April 2022
- 2022-03 Aon Investment Update as at 31 March 2022
- 2022-02 Aon Investment Update as at 28 February 2022
- 2022-01 Aon Investment Update as at 31 January 2022
- 2021-12 Aon Investment Update as at 31 December 2021
- 2021-11 Aon Investment Update as at 30 November 2021
- 2021-10 Aon Investment Update as at 31 October 2021
- 2021-09 Aon Investment Update as at 30 September 2021
- 2021-08 Aon Investment Update as at 31 August 2021
- 2021-07 Aon Investment Update as at 31 July 2021
- 2021-06 Aon Investment Update as at 30 June 2021
- 2021-05 Aon Investment Update as at 31 May 2021
- 2021-04 Aon Investment Update as at 30 April 2021
- 2021-03 Aon Investment Update as at 31 March 2021
- 2021-02 Aon Investment Update as at 28 February 2021
- 2021-01 Aon Investment Update as at 31 January 2021
- 2020-12 Aon Investment Update as at 31 December 2020
- 2020-11 Aon Investment Update as at 30 November 2020
- 2020-10 Aon Investment Update as at 31 October 2020
- 2020-09 Aon Investment Update as at 30 September 2020
- 2020-08 Aon Investment Update as at 31 August 2020
- 2020-07 Aon Investment Update as at 31 July 2020
- 2020-06 Aon Investment Update as at 30 June 2020
- 2020-05 Aon Investment Update as at 31 May 2020
- 2020-04 Aon Investment Update as at 30 April 2020
- 2020-03 Aon Investment Update as at 31 March 2020
- 2020-02 Aon Investment Update as at 29 February 2020
- 2020-01 Aon Investment Update as at 31 January 2020
- 2019-12 Aon Investment Update as at 31 December 2019
- 2019-11 Aon Investment Update as at 30 November 2019
- 2019-10 Aon Investment Update as at 31 October 2019
- 2019-09 Aon Investment Update as at 30 September 2019
- 2019-08 Aon Investment Update as at 31 August 2019
- 2019-07 Aon Investment Update as at 31 July 2019
- 2019-06 Aon Investment Update as at 30 June 2019
- 2019-05 Aon Investment Update as at 31 May 2019
- 2019-04 Aon Investment Update as at 30 April 2019
- 2019-03 Aon Investment Update as at 31 March 2019
- 2019-02 Aon Investment Update as at 28 February 2019
- 2019-01 Aon Investment Update as at 31 January 2019