Improve your investment committee results and process
Establish a bespoke and repeatable investment process
We will work with you to construct a repeatable and bespoke investment process that empowers your investment committee with all the data it needs to manage funds. We have detailed return and risk metrics on all Australian and international funds, equities, and other listed assets.
We can help connect your investment committee with the information they need in the way they can best use.
Asset Selection
We help you select the right assets for your clients by providing detailed peer-review reports. Our process ensures you are utilising the right managers at the right time in a way that ensures your selection process is best in class.
Compensation Structure
Data Room Access
This 12 month service enables full access to output from our dataroom. This data can plug into bespoke reports or tools used by your investment committee.
12 month subscription | Paid annually
General Hourly Work
For all work Ikigai charges an hourly fee. When combined with Data Room Access projects and requested work is completed significantly faster.
60 mins increments | Invoiced Monthly
Project Work
We can create worksheets tailored to your needs. If you have any tools you think could streamline your business, reach out.
On negotiation or hourly rate