Eriksens is a
totally independent firm of actuaries, investment strategists and
business consultants with offices in Sydney, Auckland and Wellington. We
specialise in providing cost effective service and pride ourselves on
the quality, timeliness and clarity of our advice to clients. We do not
manage money nor do we offer implemented consulting "solutions". As
well as the investment professionals based in Sydney, we carry out some
of our asset liability modelling and database management from Auckland.
As investment strategists, we provide reliable and innovative
advice for competitive fees. We specialise in risk management in its
purest sense. We aim to explain complex technical issues in a simple,
straightforward manner that can be readily understood by decision
makers. Our advice is conservative and designed to stand the test of
time. While our focus is in Australia and New Zealand our staff have
also undertaken assignments in Russia and Sri Lanka recently.
Our consultants travel regularly to the US, Europe and Asia, both to
service clients and to monitor developments in the financial services
and investment markets as well as the global economy and its impact on
investors.
We conduct qualitative research into all the major investment
managers in New Zealand and many overseas managers. This includes
regular interviews with investment managers in New Zealand, Australia,
U.K. and U.S. and data updates from stockbrokers, financial
intermediaries and the investment managers themselves.
We have been advising trustees of major corporate superannuation
schemes and managers of large financial institutions on investment
strategy and the choice of investment managers for many years. We assist
financial institutions and financial planners on the design of funds,
the structure of savings products and their distribution.
We have extensive experience in econometric and financial
modelling, including asset/liability modelling. We currently provide
risk/return analysis on individual assets and asset classes, general
investment advice (including attribution analysis) and ongoing
investment manager reviews. Since we review, and are in regular contact,
with a number of investment managers we are able to discern best
practice standards and have in fact advised clients on such standards.
We also take a keen interest in the development of Australian and New
Zealand superannuation and savings industry at both the political and
technical levels.
EriksensGlobal has a strategic alliance with Bendzulla Actuarial Pty
with which it undertakes joint projects and shares resources.
Eriksen's principal is Jonathan Eriksen:
