At a glance
- Competent independent sparring partner for all investment topics
- Participation in meetings of the investment committee and other committees
- Assessment of financial market developments
External investment advice is one of our core services. We support and advise our clients in areas such as defining and implementing the investment strategy and investment organisation as well as implementing sustainability aspects and monitoring investments. We are happy to be your independent sparring partner in all investment matters. We can provide you with competent support thanks to our many years of experience, our comprehensive overview of investment activities of institutional investors and our knowledge of asset managers and financial service providers.
Participation in meetings
We attend the meetings of the board of trustees/board of directors and investment committee as an advisory member and provide our independent viewpoint.
Independent assessment of the investment results
We offer an independent assessment of the performance of asset managers.
Performance reviews with banks
We provide professional support for performance reviews with banks and asset managers and ensure that important topics are discussed and that the relevant committee can form an informed opinion.
Market knowledge
We have a comprehensive market overview and options for comparison thanks to our broad client base and many years of experience and knowledge of the financial sector.
Governance assessment
Upon request we can support you in matters of good governance, taking into account regulatory requirements and institutional standards.
Individual analyses
Answering individual questions and carrying out specific analyses is also part of our function as an external investment expert.
