Investment Controlling Annual Report
The asset management process is comprehensively analysed on a quantitative and qualitative basis in an annual overall analysis (investment controlling annual report). The strengths and weaknesses of the funding process are presented in a transparent and comprehensible manner. At the same time, existing opportunities for improvement are pinpointed and possible solutions about how this potential can be tapped are prepared. The investment controlling annual report is underpinned – where possible and meaningful – by data series and observations covering many years.
The investment controlling annual report is based on a clearly defined list of management-relevant questions for assessing the strategy risk and execution risk. The proposals for exploiting improvement potential relate to management organisation, the investment strategy, investment organisation and operational portfolio management.
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