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Eriksens Global Pacific

INVESTMENT CONSULTING

 

Risk assessment and objective setting

Selection of investment managers

Review of:

  • Investment strategy

  • Statement of Investment Policy & Objectives (SIPO)

  • Investment Policy Statement (IPS)

Setting investment objectives

Portfolio performance reporting

 

Market research

Governance

Performance monitoring and attribution analysis

Setting strategic/dynamic asset allocation ranges

Ongoing asset allocation advice

ACTUARIAL CONSULTING

 

CORPORATE SUPERANNUATION

 

Actuarial valuations

 

Benefit design

 

Master trust selection and implementation

 

Selection of third party providers: insurer, administrator etc

KiwiSaver

 

Retirement savings policies for corporate countries

 

INSURANCE

Actuarial valuations for life, health and general insurance

 

Product development

 

Premium rate reviews

 

Financial projections

Captive insurance

SPECIALIST ACTUARIAL VALUATIONS

 

Property Relationships Act

DOWNLOAD OUR MATRIMONIAL VALUATION REQUEST FORM

Life Interests and Reversions

Loss of earnings

Long service leave

Gratuities

FINANCIAL MODELLING/PROJECTIONS

Demographic

Discounted cash flow analysis