A spectrum of expertise to simplify the complex

By

Paul Ashworth, Managing Partner
Anne-Marie Tassoni, Partner
Tristan Bowman, Director


Posted 12 May 22

To effectively assist organisations we feel that we must first have an in-depth of understanding of their strategic purpose, goals and challenges. To do otherwise would be short-sighted and operate in a vacuum. It is non-negotiable for us.

"Our investment committee was referred to Cameron Harrison based on their planning, bespoke investment solutions, risk management and detailed reporting.
We had a significant mandate with a global asset consulting firm, which had really only given us basic, one-dimensional portfolio management. With Cameron Harrison's assistance and guidance, we now operate with multiple defined risk mandates which integrate into our national funding strategy for research and community funding."

Chairman, Investment Committee, Nationally operated community services and medical research organisation

National Community Services Organisation

With a significant national 'footprint' in operating community services support and medical research, the foundation's investment committee realised they needed assistance to co-ordinate and integrate their investment strategy approach and management with the organisation’s overall strategy goals. They were referred to Cameron Harrison.

We spent some months working with the investment committee to produce an operating framework that allows the committee to dynamically oversee and have proper control over the external management of investments.

We established various risk pools which are linked to the organisations various funding strategies and cash flow requirements. It demonstrates the need and desirability for depth of understanding in the organisation's requirements in order to more purposefully implement their investment strategy.

Speak to one of our advisers to learn more:
paul.ashworth@cameronharrison.com.au

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