MJ Gray Consulting Limited is a boutique firm offering tailored investment strategy and governance services built on high-quality independent research and broad investment knowledge and experience.
We are based in New Zealand and offer wholesale investment advisory services.
What We Do
- Investment Governance e.g. roles and responsibility, policy formulation, processes, documentation
- Portfolio Design – strategic asset allocations and individual asset class strategies
- Manager Selection and Due Diligence
- Investment Committee participation
- Dynamic Asset Allocation
- ETF Research
- Review and monitoring
- Independent research reviews for Governance committees
Publisher of Kiwi Investor Blog
Knowledge and Experience
Michael, the founder of MJ Gray Consulting Limited, is an experienced investment professional with over 26 years of investment and wealth management industry experience.
After a successful 14-year career in the New Zealand’s funds management industry, including Portfolio Management roles for some of NZ’s leading wealth management businesses, Michael was headhunted by CommInsure in 2007 as Head of Investment Strategy. The initial focus of this role was on the restructure and enhancement of the underperforming $14b investment portfolios. This was achieved via manager selection, asset allocation, dynamic asset allocation, and portfolio risk management approaches, including the implementation of more advanced portfolio construction techniques such as liability driven investing (LDI).
Michael also implemented CommInsure’s responsible investing approach. This involved becoming a signatory to the United Nations Principles of Responsible Investing (UNPRI) in 2009, the business then featured as a best practice case study for the UN PRI 2010 Report on Progress.
After six years with CommInsure, Michael moved to Suncorp as Investment Manager. In this role he was responsible for the performance of Suncorp’s General Insurance asset portfolios and Shareholder Funds for Australia and New Zealand (Vero and AAI) (A$15 billion in assets). Michael also provided investment advice to Executive Management and Boards covering Strategic Asset Allocation, development of investment philosophy, investment objectives, risk management limits, fixed interest mandate design, market risk factors, and asset class investment strategies.
In 2015 Michael moved back to NZ for family reasons, taking on a Senior Portfolio Manager role with Caliber Investments, a boutique outsourcing chief investment officer (OCIO). Michael advised clients in determining investment objectives, SIPO limits, and manager selection. He documented and maintained client investment governance frameworks for their Managed Investment Scheme (MIS) License.
Michael has also developed a strong background in investment governance with his investment activities having been undertaken within a variety of risk and compliance environments and regulatory settings.
With over 26 years of investment and wealth management experience Michael has now taken the opportunity to launch his own investment consulting business.
He is looking to partner and collaborate with likeminded investors and financial service providers.
MJ Gray Consulting limited provides an array of financial services based on independent research that are tailored for the client, so they can meet their investment related objectives.