Investment Controlling Monitor
Complementa investment monitor comprises a review of the management-relevant risk parameters and the possible solutions derived from these. The investment monitor is based on performance and portfolio data provided by Complementa itself or by the asset manager or custodian.
The key areas of analysis are defined in cooperation with the client. These are primarily checks for compliance with the mandate and strategy and reviews of performance results and costs. The assessment also includes the prevailing conditions on financial markets, relevant observations and findings in the individual portfolios.
The results are processed based on a scorecard system developed by Complementa and gives the recipient a quick overview of the current situation and the relevant problem areas.
For further information please contact:
Head of Sales
+41 44 368 30 87