Consulting
Asset Management
A good investment concept must be as individual as the company in question. With us, you don't get a preconfigured solution "off the peg," but rather customized targets for risk, return and liquidity. Our focus is on the investment horizon, investment purpose and the overall portfolio.
Based on our experience, we see ourselves as your independent sparring partner who continuously monitors compliance with investment objectives and works on the ongoing adjustment of these very objectives. Schwabe, Ley & Greiner stays on the ball with you when it comes to your asset management.
Asset Management Specialist
Investment concept and investment guideline
Selection of the appropriate asset manager
Organization of the process and systems
Risk and performance controlling
SLG AllocationEngine
SLG Asset Management Check
DEFINITION OF INVESTMENT PURPOSE AND OBJECTIVE
Investment concept and investment guideline
The determination of the investment purpose represents the basis for entrepreneurial asset management. Regardless of whether you want to avoid negative interest rates, optimize the use of the liquidity reserve, or focus on real capital preservation, different purposes lead to different return and risk objectives.
With the help of our know-how and our financial-mathematical optimization tools, we work out the right investment concept together with you and record it in the form of an investment guideline.
SECURITY PAIRED WITH AN OPTIMAL INFORMATION BASE
Organization of the process and systems
Secure asset management needs a suitable framework. This includes methodology, auditability, separation of functions, dual control principle, proxy security or data security.
Internal asset management requires technology that provides a complete overview at all times. As part of our cooperation, we accompany you in the creation of the requirements profile of the asset management systems, their selection and slip into the role of project manager during implementation.
Risk | Return | Optimization
SLG AllocationEngine
We make the gears of your investment portfolio mesh perfectly!
Optimize your investment portfolio independently. Talk eye-to-eye with fund managers when
it comes to diversifying your investment portfolio.