Findex Group, an Australian financial services and accounting group, has selected State Street Global Advisors (SSGA) to offer tactical asset allocation and advisory services for the group following the group’s acquisition of Crowe Horwath.
SSGA, State Street’s investment management unit, will carry out a review of Findex’s investment strategy as well as research approach.
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It will be responsible for streamlining Findex’s business structure and operating model, reviewing its administration, investment and asset allocation research.
Findex Group chief investment officer Kieran Canavan said: "We are pleased to appoint SSGA to provide strategic asset allocation advice across all our brands, including Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia, MOVO, CIVIC Financial Planning and Prescott Securities.
"The key relationship that Findex Group has developed with SSGA is designed to streamline our business structure and operating model, and follows a rigorous review of our research needs. This review of administration, investment and asset allocation research and consulting support was part of our overall investment and compliance framework and ties in with our recent acquisition of Crowe Horwath Australasia."
SSGA will collaborate with Findex Group’s internal investment team across all brands under the group’s banner.
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By GlobalData"SSGA will help Findex Group determine the best mix of assets and investment styles to ensure they are cost effective and deliver reliable, consistent performance," Canavan added.
