Asset Management Proposal Template for New Zealand

1. ESG Integration: Details of environmental, social, and governance considerations in the investment process

2. Alternative Investments: Specific strategies for alternative asset classes if applicable to the client's needs

3. Tax Efficiency Considerations: Analysis of tax implications and proposed tax management strategies

4. Transition Management: Detailed plan for transitioning existing assets if the client has an existing portfolio

5. Currency Management: Approach to managing currency exposure for international investments

6. Customized Reporting Options: Additional reporting capabilities and customization options available

7. Securities Lending Program: Details of securities lending services if offered

1. Schedule A - Investment Guidelines: Detailed investment parameters, restrictions, and compliance requirements

2. Schedule B - Fee Schedule: Comprehensive breakdown of all fees, expenses, and payment terms

3. Schedule C - Service Level Agreement: Specific service standards, deliverables, and performance metrics

4. Schedule D - Risk Disclosures: Detailed risk warnings and disclosures specific to the proposed strategy

5. Appendix 1 - Team Biographies: Detailed profiles of key investment professionals

6. Appendix 2 - Track Record: Historical performance data and case studies

7. Appendix 3 - Systems and Technology: Overview of investment management and reporting systems

8. Appendix 4 - Compliance Framework: Details of regulatory compliance procedures and controls