At a glance
- Independent assessment of the investment strategy implementation
- Knowledge of the risks of the financial products used
- Identification of potentials for optimisation and cost reduction
A risk-appropriate and efficient implementation of the investment strategy is key to achieving the investment objectives. Our analyses serve to identify risks and highlight potential for increasing efficiency and reducing costs.
Mandate structure
We advise our clients on all aspects of the mandate structure. We make recommendations on the optimum number, size and type of mandates and financial products to be used.
Investment guidelines
We develop investment guidelines for asset managers. These ensure compliance with legal requirements and the principles of professional risk management.
Investment instruments
As part of this analysis, potential risks of the financial products used are identified, including counterparty risks, legal risks and concentration risks.
Investment style
We utline the advantages and disadvantages of different investment styles (e.g. active vs. passive management). This includes recommending the best possible combination of different styles.
Benchmarks
Development and definition of strategy-compliant reference indices or benchmarks for the assessment of asset managers.
Rebalancing concept
Definition of requirements-based rebalancing processes for the periodic adjustment of asset investments to the target structure.
Certification
The Investment Consulting & 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.
