Improve your governance with help from Avida's seasoned experts

Effective investment governance is crucial to keeping costs down, managing risk for members and sponsor, and reaching a satisfactory funding position. Avida can help you by ensuring your decision-making is prompt and effective. Our advisers have hands-on experience of being pension managers and trustees, and understand the challenges of getting the best out of providers and your own resources.

To hear more about the Investment Governance services which we offer, please listen to our podcast on this area, which you can check out below:

 

Improve your governance function with Avida International

Complete the form below and one of our consultants will be in touch to help you.

How we can help you

Improve your governance

Following the financial crisis in 2008, the quality of outsourced relationships in the institutional investment arena were tested.

There were many lessons to be learned on how service providers might better anticipate changing client demands in an extremely dynamic environment. “Trust” is a key ingredient in retaining a client relationship and it requires continuous attention and monitoring. Based on leading academic research and empirical evidence in working with its own clients in selecting and evaluating outsourced service providers for institutional investors, Avida International has developed a proprietary tool to monitor and improve your investment governance.

The approach involves four main drivers:

  • Quantitative results
  • Communication and relationship
  • Governance and alignment of interests
  • Innovation and thought leadership

For each of these factors Avida International has developed a bespoke approach to objectively measure in time and compare against peers. This involved input from investment and governance professionals as well as from experts in the area of behavioural finance and psychology. Our AIGS© is consistent with tPR's recently developed scorecard.

How we can help you

A suite of services

to help you optimise the governance of your scheme

Governance Assessment

Governance Assessment

Avida's experts assess the quality of your governance.

Implementation of Improvements

Implementation of Improvements

Avida professionals help you implement the most crucial changes.

Coaching Support

Coaching
Support

Avida’s experts help you change behaviours.

Interim Management

Interim Management

Avida can provide temporary management of your scheme

SERVICES. GOVERNANCE ASSESSMENT

AIGS© Governance Scorecard

Provides you with everything you need to assess the quality of your governance

Our structured approach uses both qualitative and quantitative criteria to assess and compare your governance with best-practice. To date we have assessed the governance of more than 100 pension funds across Europe allowing us to compare your scheme against international best practice. 

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Scorecard - investment governance
aigs©

Optimise your investment governance function

Bronze

 

Silver

 

Gold

 

Platinum

 

Diamond

 

GBP

Pricing per annum

 

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Invitation to annual Avida conference on investment governance (with industry leaders such as Sir Richard Shirreff, Prof. Gordon Clark, Sally Bridgeland, Paul Boerboom and Don Ezra)

Invitation to Avida expert roundtables on best practice investment governance (3 per annum)

Monthly 30 minute coaching calls for executive team (max 5 people in call) with Avida Specialists to ensure effective support Committees and Board, with a specific focus on improving Trustee experience

 

 

Quarterly one on one mentoring for Chair of Trustee Board (or Chair of Investment Committee) with Avida experts on effective agenda setting, with a specific focus on issues of strategic importance

 

Access to a series of 4 expert sessions on using dashboard reporting to manage your scheme

   

4 group coaching sessions for executive team to implement attribution analysis of quality of Trustee decision making

   

Annual group expert session on effective delegation

     

Annual assessment of the health of Scheme governance

     

4 one on one coaching sessions for Chair with Avida experts on effective engagement with sponsor

       
AICRM

Monthly Plans

Bronze

Get onboard with the free plan and explore the features

Silver

Get onboard with the free plan and explore the features

EUR

from € 420
per month

Talk to Sales
Talk to Sales

Access to annual seminar on client retention

Annual client retention report “voice of the customer”

Access to semi-annual expert webinars on best practices

Review of existing practise on client retention management

On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)

 

Subscription to AICRM tooling and database

 

Subscription on AICRM monitoring with interviews

   

Tailored advice on improving your client retention rates with client specific action plan for improvement

   

Support in client specific actions for improvement

   

Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)

   

Tailored monthly one-to-one coaching with client facing staff

   
     
AICRM

Monthly Plans

Gold

Get onboard with the free plan and explore the features

Platinum

Get onboard with the free plan and explore the features

EUR

Talk to Sales Talk to Sales

Access to annual seminar on client retention

Annual client retention report “voice of the customer”

Access to semi-annual expert webinars on best practices

Review of existing practise on client retention management

On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)

Subscription to AICRM tooling and database

Subscription on AICRM monitoring with interviews

Tailored advice on improving your client retention rates with client specific action plan for improvement

 

Support in client specific actions for improvement

   

Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)

   

Tailored monthly one-to-one coaching with client facing staff

   
     
AICRM

Monthly Plans

Diamond

Get onboard with the free plan and explore the features

 

EUR

Talk to Sales  

Access to annual seminar on client retention

 

Annual client retention report “voice of the customer”

 

Access to semi-annual expert webinars on best practices

 

Review of existing practise on client retention management

 

On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)

 

Subscription to AICRM tooling and database

 

Subscription on AICRM monitoring with interviews

 

Tailored advice on improving your client retention rates with client specific action plan for improvement

 

Support in client specific actions for improvement

 

Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)

 

Tailored monthly one-to-one coaching with client facing staff

 
   
SERVICEs. implementation of improvements

Let us help you implement the most important changes

After your trustee board has agreed the governance changes to be made our experts can help with speedy implementation.

We will help you reap the benefits of some quick wins to evidence progress, as well as work on the more complicated and structural issues that require longer-term change. 

services. coaching support

Let us support you in achieving ongoing behavioural change

Our coaches will help you achieve the behavioural change that is necessary to close any gaps to best practice

For example, ensuring trustees let go of the detail and concentrate on the big picture, helping people to understand and stick to their roles.

SERVICES. INTERIM MANAGEMENT

Interim support for the management of your pension scheme

Avida International's advisers have practical, hands-on experience of managing pension schemes and investment portfolios.

Reduce your key person risk and deal with sudden gaps in your organisation by Avida providing you with a high-level resource to give you a worry-free transition to a longer-term solution. 

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TESTIMONIALS

What some of our clients have to say: