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Independent advice to investment funds / fund managers |
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Advice to international agencies and governments on pension reform |
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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 China’s 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 |
|
 |
|
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