OUR EXPERIENCE
tells us that the key financial strategy challenge lies not in the technical challenge but rather in the softer skills of creating and building buy-in for a more sustainable and cost-effective investments and benefits program. To achieve success, we believe it is imperative to satisfy three conditions
- have a clear LONG-TERM VISION
- incorporate RISK MANAGEMENT as a dedicated area of ongoing dedicated focus
- ensure there is a robust ALIGNMENT OF INTEREST & ACCOUNTABILITY among broader stakeholders
OUR PROCESS
seeks to focus efforts on the things that matter in ensuring a VIABLE program and ensuring that liabilities can be paid to beneficiaries.
1
DESIGN
We begin by reviewing the OUTCOME YOU ARE SEEKING TO ACHIEVE and allow this vision to drive strategy, working backwards to examine what this means for governance, investment policy and financial risk management. In doing so, we believe it is important not to be artificially constrained by the status quo, to address unchallenged assumptions or biases, internal and external, and to avoid assuming what your peer-group does is right for your situation etc. We therefore pay a lot of attention to ADDRESS REAL OR PERCEIVED CONSTRAINTS, triangulating across the needs, objectives, and perspectives of your different stakeholders and interested parties.
2
IMPLEMENTATION
We help you to ARTICULATE THE RATIONALE FOR CHANGE, to develop success metrics to meet your investment governance requirements and to implement a FIT-FOR-PURPOSE RISK & PERFORMANCE MANAGEMENT FRAMEWORK. We believe it is important to incorporate real-time monitoring with early warning signals to you to keep your investment program on-track. Periodic review is an important part of any investment implementation approach.
MEASURING SUCCESS :
At RENUAA, we define our success by helping you to succeed. Therefore, one of our most important skills is our ability to listen to you while our key metric is YOUR FEEDBACK on our value-add.
