Clients rely on the expertise of our Investment Controllers to critically monitor the mandated asset managers and oversee the investment process. The concept however does not stop at reviewing the results from various perspectives: we add value through cause analysis for deviations and the subsequent demonstration of action alternatives to get back on track towards achieving your financial goals.
Our monitoring concept incorporates the analysis and review of a range of individual success factors, for example in the areas of the financing process, goal achievement, performance measurement, costs or governance. Clients further appreciate in-depth analyses on an ad hoc basis or the professional evaluation of extraordinary situations. Our investment controllers will serve you best with their knowledge and experience when directly joining your management meetings as a sparring partner.
Clients also benefit from our latest development, the Risk Monitor, which examines the extent to which the current investment risk corresponds to the investors strategic target. We purposefully analyse the risk of loss, tactical positioning, market indicators, various risk factors and historical stress tests in a structured manner.
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- Financial Governance
- In-depth Analyses