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Scope of projects
Independent advice to investment funds / fund managers
Advice to international agencies and governments on pension reform
Valuation of financial services businesses
Introduction of Chinese fund managers / securities companies to international institutions
Advice to trustees on asset allocation
Strategic advice on entering Chinas pension fund market
Development of stock market indices and establishment of ETFs
Expert witness analysis for the Courts
CFA Code of Conduct, Professional Standards
Global Investment Performance Standards
Santiago Principles
Actuarial Standards of Practice