ALIGNING INVESTMENT OBJECTIVES WITH MANAGEMENT STYLES

As an external and independent consultant, we work with you to develop specifications for the management style, a requirements profile for potential service providers and criteria for manager evaluation.

In doing so, we support you with a structured request for proposals, which provides you with a solid decision-making basis for the selection of asset managers.

DETECT DEVIATIONS AT AN EARLY STAGE

Asset management requires ongoing controlling and reporting. In cooperation with you, we create a meaningful reporting system. We aggregate your financial assets, analyze potential risks and report regularly in controlling meetings.

If support is required for investment committees, we are available as a competent contact. We keep an eye on the managers' results and check them against the original targets. This also includes ongoing monitoring of whether the current investment strategy is still appropriate.

How good is your asset management?

We analyze your asset management in terms of performance, costs, reporting and sustainability. All too often targets remain unachieved and guidelines unheeded. The key lies in the precise investment purpose - be it pension assets, liquidity reserves or capital growth. Tailor-made strategies are essential.

Non-transparent costs, unclear reports and inefficient decisions can jeopardize success. Our asset management check analyzes structural costs, investment guidelines, peer performance and reporting informative value. Make decisions that are not only made, but also successfully scrutinized - for a clear and efficient direction.

We take a detailed look at services, managers and their performance to ensure that your portfolio stands up to external comparison. Invest in the future of your assets with optimized asset management!