Implemented Investment Solutions (IIS) was established in 2011, and today operates in the investment market and industry across multiple business lines managing over $4 billion in assets.
IIS’s Fund Hosting business proudly provides services to some of the largest fund managers in the world who wish to operate in New Zealand, as well as some of New Zealand’s most respected investment companies.
Fund Hosting is similar to the third-party responsible entity services offered within the Australian market. This enables investment managers to offer their investment expertise and solutions to Kiwi clients as Portfolio Investment Entity (PIE) funds by “outsourcing” the issuing and managing of these funds to IIS. IIS is licenced as a “manager of a registered scheme” under New Zealand’s Financial Market Conduct Act 2013 (FMC Act).
The clients we manage PIE funds for include global investment managers like Russell Investments, Franklin Templeton, Antipodes, APN and First Sentier Investors, as well as local adviser businesses, specialist investment groups and family offices who use tailored PIE funds as part of their investment offering. We also manage the InvestNow KiwiSaver Scheme.
Our expertise is working with global investment managers, and local boutiques, to provide Kiwi investors access to these managers’ solutions in funds that are Portfolio Investment Entities (PIE funds).
Important information: Investors should read the relevant Product Disclosure Statement (“PDS”) before investing. The PDS contains important information on the Funds managed by Implemented Investment Solutions Limited (“IIS”). A copy of all PDSs has been lodged with the Registrar of Financial Service Providers and can be obtained from the IIS website at www.iisolutions.co.nz/fund-hosting/fund-documents/, by contacting the Client Service Centre at email@example.com or by visiting the Disclose website www.business.govt.nz/disclose. The Manager and the Issuer of the Funds is Implemented Investment Solutions Limited, Level 2, Woodward House, 1 Woodward Street, Wellington.
The IIS group also owns InvestNow which is a leading digital retail investment platform enabling Kiwi investors to invest online in over 150 different managed funds from leading New Zealand and global fund managers. In October 2020, InvestNow launched the InvestNow KiwiSaver Scheme which allows members to manage their retirement savings.
In addition, InvestNow offers bank Term Deposits to enable investment in multiple banks Term Deposits at the same time and in the same place. This gives investors access to both great rate opportunities, as well as being able to diversify across a range of banks.
The team, lead by Mike Heath has plans to add many more investment opportunities to the platform, so watch this space and enjoy being in control of your investing experience.