Investment Controlling
Professional and independent monitoring of the entire investment process
At a glance
- Support in the monitoring of investments
- Client-specific investment controlling reports
- Efficient management tool throughout the entire investment process
The controlling and monitoring of investments is a central part of the investment process. Furthermore, the financial markets’ increasing complexity calls for efficient management tools. Our investment controlling report, which is tailored to your needs, serves as an early warning system and includes all management-related information.
Strategy controlling
Constant monitoring of the investment strategy and the financial situation.
Performance analysis
Qualitative and quantitative analysis and evaluation of the investment activity with specific measures and recommendations regarding the course of action.
Client-specific reports
Customised reports tailored to individual customer needs.
Peer group comparison
Comparison of investment results with comparable institutional investors/asset managers based on one of the largest databases in Europe.
Legal compliance
Support in the monitoring of the compliance with legal and contractual guidelines.
Focus analysis
Treatment of current and clientspecific topics.
Independence
Guaranteed independence in the assessment of the asset managers’ performance.
Know-how and experience
Pioneer in the field of investment controlling with more than 30 years of experience and great innovative power.
MyPPCmetrics
Extensive online platform for individual analyses.
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.
