Investment Consulting
Investment Consulting for institutional and private investors
At a glance
- External investment expert in all asset management matters
- Scientifically sound and proven in praxis
- Assessment of investment vehicles, funds, asset managers and investment categories
In the area of investment consulting, PPCmetrics offers professional and innovative consulting services as well as quantitative and qualitative analyses for institutional and private investors. Our concepts and analyses are scientifically sound and proven in praxis. With above-average qualifications and extensive experience, our staff members provide consulting services at the highest level.
Investment Consulting
We provide services as external investment expert in all aspects of asset investment. For many of our clients we attend the meetings of the investment committee in an advisory capacity.
Quantitative analyses
Our quantitative analyses are useful tools for gauging investment success, calculating risk-adjusted performance as well as identifying risks. In addition, as part of our sophisticated performance analyses we offer different style analyses and performance attributions.
Product and asset manager assessment
Our independent assessment entails analyzing investment vehicles, funds, asset managers (due diligence) and new investment categories. PPCmetrics guarantees a neutral assessment of the opportunities, risks and costs of products.
Handling of exchange rate risks
Exchange rate risks represent a challenge for many institutional investors. PPCmetrics supports investors in foreign currency risk management. In so doing we determine the ideal hedge ratio and ensure the efficient implementation of any currency hedging.
Recommendations on benchmarks
The choice of an index as a benchmark for the asset manager significantly impacts future investment success. PPCmetrics advises its clients regarding ideal benchmark concepts, also taking account of risk and return expectations as well as concentration risks.
Second opinions and expert reports
The determination of the investment strategy, the selection of asset managers or the introduction of new asset categories or investment vehicles are a few examples of crucial decisions that investors often do not wish to take alone. PPCmetrics provides independent second opinions and expert reports on all dimensions of the investment process. A second opinion allows for an accurate evaluation of all relevant facts prior to the final decision.
