Independent Governance & Investment Support

Independent governance review, portfolio construction oversight, private markets risk assessment, investment committee framework design and board preparation advisory — delivered by former institutional CIOs and senior operators. Not consultants presenting frameworks. Operators who have sat in the seat.

Boards and investment committees are increasingly expected to demonstrate independent oversight of decisions that were historically taken on faith from internal teams or external managers. That oversight is only credible when it comes from people who have actually managed capital under the same fiduciary pressure — not from a generic advisory framework.

KeenanMatthews provides that independent layer, without an asset management book to protect or a house view to sell.

Advisory Scope

• Independent governance review — assessment of existing committee structures, delegated authorities and decision workflows against current fiduciary expectations.
• Portfolio construction oversight — second-opinion review of asset allocation and manager structure decisions.
• Private markets risk assessment — evaluation of illiquidity, vintage concentration and cycle-stage exposure across alternatives allocations.
• Investment committee framework design — building or refreshing the governance architecture a committee operates within.
• Board preparation advisory — briefing materials and rehearsal support ahead of board-level investment decisions.

Investment Committees & Executive Teams

Investment committees, boards and executive teams across insurance, pension, endowment and sovereign wealth platforms seeking an independent, operator-level perspective — without the conflicts that come from a firm that also manages assets.