The Arc Point: where tension emerges
As adviser-led practices grow, the desire to express a distinct client philosophy at scale meets a new reality: decisions must hold together through time.
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Every successful practice hits an arc point where complexity and scale collide.
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Growth accelerates, client needs become more sophisticated, and the stakes rise.
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Informal decision structures that worked earlier begin to break.
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Investment decision quality must scale as conditions change.
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Progress takes time — and it doesn’t bend without deliberate action.
Our Strategic Partnerships
Institutional infrastructure and pricing is accessed through partners, not internalised. This preserves focus on decision stewardship while enabling institutional-grade implementation.
Fiduciary Partners
A next-gen, open-architecture investments and wealth ecosystem. An alliance and collective for independent, scalable, fiduciary-first investing.
Vision: A stronger, fairer investments and wealth ecosystem — where clients have consistent access to increasing quality multi-asset, multi-manager investment portfolios and advice, from practitioners with the freedom to deliver quality managed accounts without compromise. Purpose: To enable investments and wealth practitioners to provide better quality multi-asset, multi-manager investment portfolio design, implementation and advice through a fiduciary-first ecosystem, that balances the system’s bias toward scale and efficiency, by protecting the choice, agency and innovation that drive better outcomes for clients. Through its ecosystem, Fiduciary Partners supports multi-asset, multi-manager investing by providing institutional-grade investment research, technology, continuing education and business services to selected practitioners and organisations. Fiduciary Partners includes CIO Investment Partners, the OCIO Collective and Portfolio Construction Forum. Fiduciary Partners incorporates CIO Investment Partners, the OCIO Collective and Portfolio Construction Forum, in addition to engaging with a number of strategic alliances, designed to maximise services to its community of practice. This is the Fiduciary Partners ecosystem driving independent fiduciary-first investing to deliver better quality investor outcomes. – fiduciarypartners.com.au
OCIO Collective
arcpoint OCIO has chosen to become a member of OCIO Collective, an investment service provided by Fiduciary Partners.
OCIO Collective is the collegial commons that provides a shared environment and core infrastructure for independent investment consultants. OCIO Collective provides independence within community for investment consultants who wish to retain their own clients, brand and business model, and yet have common access to research, tools and compliance. This approach suits practitioners who wish to either start down a business growth path or retain a boutique practice, but with the obvious benefit of collegiality and collaboration as well as shared infrastructure where required.
Mercer
Fiduciary Partners incorporates CIO Investment Partners, the OCIO Collective and Portfolio Construction Forum, in addition to engaging with a number of strategic alliances, designed to maximise services to its community of practice.
arcpoint OCIO has chosen to engage with the Fiduciary Partners services provided by Mercer, as part of the OCIO Collective.
Mercer is a Marsh business and has been providing global investment services for more than 75 years, with expertise in capital markets, strategic research, manager research, and portfolio construction, providing a global perspective, but local expertise and support.