The defining success-factors of your investment activities include a customized asset allocation, the careful selection of investment managers and an efficient as well as effective investment organization. Our investment consultants bring their experience and knowhow to the table so that those in charge can fulfil their responsibilitees in line with regulations and guidelines.
The investment strategy is developed taking into account individual goals, risk capacity and risk tolerance. Working together with the client, our consultants determine the relevant investment universe through the inclusion or exclusion of specific investment categories, whereby further regulatory restrictions or constraints from the investment regulations may also be taken into account. Strategy optimization takes into account the risk budget (e.g. coverage ratio minimum), the non-normal distribution of returns and non-linear dependencies between investment categories.
Our dynamic ALM approach with its customizable development scenarios offers decisive advantages for future-oriented analyses: We add value by using investor-specific scenarios to examine changes and developments on the liabilities side in greater depth, rather than focusing solely on optimizing the investment strategy.
Manager Selection & Beauty Contest
Based on jointly defined principles and criteria the investment consultant identifies suitable investment managers and products. The consultant takes quantitative and qualitative aspects into account and verifies the manager or product fit with questionnaires and in direct contact. The combination of our sound evaluation with the concluding beauty contest enables our clients of a solid judgment and the best realization of their investment strategy.
More and more investors ask themselves how to incorporate sustainability aspects into their portfolios. Our investment consultants advise management bodies in the development of an ESG concept, its implementation and measurement (ESG reporting).
Governance & Investment Organisation
The support provided by our consultants extends to the conception of your investment organisation. This includes regulations, concepts, guidelines and leadership aids, but also the organisational structure with commissions and committees as well as the organisational assignment of service provides. We support clients in the assessment and review of custody banks and present investments as well as in the training of decision makers.
Centers of Excellence
We pool the knowledge and experience of each asset class and other subjects in so called centers of excellence. A team of Investment Consultants will bring the expertise to projects wherefore clients profit from up-to-date knowhow and an open investment approach at all times.
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- SAA & ALM Studies
- Manager Selection
- ESG Aspects & Concepts