Investment Controlling

The independent investment controlling function supports the monitoring of the investment process and strengthens governance. It establishes transparency regarding performance of asset management, identifies the need for action and outlines possible courses of action.

Report

The periodic Investment Controlling Report is a management tool for overseeing the investment process. It analyses the results to support informed decision-making. The key areas include:

• Strategy: Is it well suited for achieving the objectives and meeting the obligations?
• Implementation: Are results within the accepted range? How are deviations explained? How do the results compare with market and peers?
• Compliance: Are contractual, statutory and legal requirements being met?
• Management: Is there a need for action?

Peer Grouping

We compare investment performance and costs with the results of other investors. As a long-standing and experienced provider of management information, with a database that has been consistently built up over many years, we provide meaningful analyses and peer group comparisons.

Risk Monitoring

With the Risk Monitor, we assess how the investment risk of the current market environment compares with the strategic guidelines. We analyse the risk of loss, tactical positioning, market indicators, various risk factors and stress tests.

Sparring Partners & Meeting Participation

Our Investment Controllers are available to offer advice and support for further clarification and to assess specific issues.

Sustainability Report

Our sustainability report is based on the ESG reporting standard developed and recommended by the Swiss Pension Fund Association (ASIP) and combines qualitative and quantitative aspects.