Investment organization
Implementation of an efficient process organization and organizational structure
At a glance
- Professional implementation of the investment strategy
- Definition of an efficient organisational and operational structure and documentation in the investment regulations
- Advice on good governance in the investment sector
We support you in developing an investment organisation tailored to your size and situation, in defining suitable specifications and in drafting appropriate and professional investment regulations.
Investment Beliefs
Definition of investment principles tailored to your situation and perspective.
Pension Governance
We advise you on all questions of governance in the investment sector, with a particular focus on regulatory requirements. We aim to create a transparent organisation with clearly defined responsibilities and to avoid conflicts of interest.
Organisational structure
The focus in this regard is on establishing an efficient and transparent organisational structure that meets the highest standards of good governance.
Investment processes
We attach great importance to structured and transparent decision-making processes when making investment decisions.
Specifications
We support you in drawing up specifications for all persons entrusted with the management of the assets.
Investment regulations
We document the investment organisation in the investment regulations, which are tailored to your needs and your investment strategy, among other things.
Documentation and communication
The aim is transparent and comprehensible documentation and communication of the decisions made in the investment process.
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.
