Investment-Reporting

Consolidation, Look Through, Online Access

Investment-Controlling

Monitoring Concept, In-depth analyses, Goal oriented optimization

Investment-Consulting

ALM Studies, Manager Selection, Investment Organization

Investment-Accounting

Securities Accounting, Various Standards, Reporting Obligations

Portfolio Tools

Portfolio Analyzer & Portfolio Management Software

ESG Services

ESG-Workshops, ESG-Concept,
ESG-Reporting

We turn big data
into smart data

Professional investors rely on our tailor made solutions throughout the investment process. Highly skilled professionals and state-of-the-art technology are used during the asset allocation process, the selection of investment managers, the investment reporting and investment monitoring process.

Our unique combination enables investors to objectively assess and pilot the investment process. As an independent partner we only represent our clients’ interests and point out risks, potential for optimization and action alternatives.

Our experts will gladly answer your questions!

Contact us