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