ALM studies and second opinions on the investment strategy

Complementa has been an autonomous expert for the analysis, optimisation and realignment of investment strategies for many years. We support our clients in their activity to work out their investment strategy. Our high level of competence, personal and transparent services and professional analysis tools make it possible for decision-makers to base their decision on broader statistical data to fit their needs regarding their risk tolerance and appetite.

Second opinion and assessment of the investment strategy

The second opinion is usually based on an ALM study prepared by a third-party provider. Each will include a second opinion on the investment strategy. The assumptions and findings of the primary study are scrutinised and checked for plausibility. The second opinion particularly looks at asset-side risks and, where necessary and meaningful, suggests alternative strategy variants.

For further information please contact:

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