Our services:

  • Dynamic ALM studies
  • Review of the investment strategy
  • Structured selection process of appropriate asset managers, incorporating the client’s needs
    • identification of the best-in-class providers by means of quantitative / analysis risk identification and overall assessment by means of qualitative evaluation
  • Manager evaluation
  • Advice on management and investment organization
  • Development of concepts and regulations
  • Support for reallocation
  • Training/Coaching

Your benefit:

  • Expert knowledge and support from a single source thanks to the centers of competence (available for every asset class)
  • 'state-of-the-art' ALM solution
  • Consideration of the individual needs of the Board of Trustees (assets & liabilities)
  • Very high flexibility in modeling liability scenarios
  • Consideration of non-normal distribution and flexible modeling of correlations
  • Proven expertise in non-traditional asset classes
  • Comprehensive and clearly structured manager search process with consideration of individual criteria

If you require further information please contact:

Oliver Gmünder
Head of Sales
phone: +41 44 368 30 87
[protected link]