Analysis and consultancy
From custody account analyses to peer group comparisons or training for boards of trustee: we provide independent and professional advice for institutional investors.
- Optimization of investment strategies
- Formulation of investment goals and investment guidelines, definition of strategy-compliant benchmarks
- Custody account analyses incl. scenario analyses (total assets)
- Investment concepts and regulations
- Development of sustainability principles
- Return and risk analyses
- Peer group comparisons
- Tendering / monitoring of the custodian bank
- Training for boards of trustees and members of pension committees
Contact us
We would be happy to provide information on individual inquiries regarding our services