Other Asset Pools

Investment advisory and fiduciary services delivered by experienced advisors for your organization.

How we can help.

We help organizations manage committee-governed institutional asset pools against long-term objectives or liabilities.

Hargreaves Financial Pty works with various organizations to manage institutional assets pools, including insurance general accounts, operating reserves, loan pools, prepaid cemetery funds, and captive and self-insurance pools.

The common theme across these diverse clients and asset pools is that a committee governs them responsible for investment oversight and manages them relative to a specific long-term goal or liability.


Whether you oversee a particular investment lineup, a defined benefit portfolio, or an endowment’s long-term asset pool, you need to have confidence that the investments you’re using are performing well and priced appropriately.

With years of experience working with investment committees to select and monitor investments and an experienced research team, Hargreaves Financial Pty has the capabilities you are looking for in an investment advisor.

Fiduciary Process

As an investment committee member, you are tasked with making prudent decisions and monitoring the results of your decisions.

Hargreaves Financial Pty can help you establish the right committee structures, implement sound processes to document fiduciary decisions, and provide ongoing regulatory updates and fiduciary orientation to maintain committee continuity.

Employee Engagement

For retirement plan sponsors, getting employees into their plans, getting them saving enough, and getting them invested well are key to putting them on the path to a successful retirement.

Hargreaves Financial Pty provides financial wellness and advice to over a thousand employees each year via one-on-one and group meetings, phone consultations, webinars, and monthly emails. Our proprietary Retirement Modeling technology helps ensure that participants act on the advice they receive.

Our proprietary service delivers financial wellness and advice to key employees—senior management, practice partners, and owners—to help them make sense of their complex financial lives

Retirement Plan Design

An organization’s retirement plan is a critical part of its benefit package and a well-designed plan can help attract and retain employees—but how do you know if your plan is competitive?

As an advisor to more than 700 defined contribution, defined benefit, and nonqualified plans across all industries, Hargreaves Financial has the perspective needed to design effective plans that will help you achieve your goals as an employer—and your employees’ retirement needs.