Asset Manager Selection
Selection of asset management for institutional investors and private investors
At a glance
- Systematic process for selecting asset managers, custodian banks and other financial service providers
- Mandate award under optimal competitive conditions
- Ensuring of market-conform fees
Our selection process is systematic, clearly structured and serves the professional selection of financial service providers in strict accordance with the principle of open and free competition and equal treatment of all participants. Our process is based on the principles of public tenders and meets the highest quality standards of best governance and independence. Economic, legal and operational criteria are analysed and assessed in the process.
Client-specific selection
No standardised short list, but identification of most suitable candidates based on client-specific criteria and requirements.
Open process
Current information relevant to the tendered mandate is directly sourced from the bidders, analysed and transparently assessed.
Actual and relevant information
Current information relevant to the tendered mandate is directly sourced from the bidders, analysed and transparently assessed.
Best Governance
The entire selection process is fully documented to ensure a transparent mandate assignment (audit trail).
Proprietary platform
Information management, analysis and assessment take place on our platform “PPCmetrics AMS”.
Know-how and experience
Providers are assessed by our proven specialists who have first-class training and practical experience.
Zertifizierung
The Asset Manager Selection & Controlling division is certified to ISO 9001:2015 by the Swiss Association for Quality and Management Systems SQS (reg. no. CH-47418). Thanks to the integration of SQS in IQNET (The International Certification Network), the certification is recognised worldwide.
