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