top of page
Monitoring and optimizing institutional investments
Our services consist of 3 different modules, offered separatly or integrated:

Strategic allocation (ALM study)

Implementation of investments

Coordination, follow-up, verifications and reporting

Documents to be downloaded
Investment follow-up and optimization
3 modules for
more performance, lower costs,
fewer risks and more governancee
Investment follow-up and optimization
Performance gains and cost cutting
Investment audit and coaching
Solutions for professional investors

Strategy studies and analyses (business strategy, management consulting)

Controlling and reporting (quantitative and qualitative)

Risk management

Technical transparency report as required by OPP2*

* (Ordinance on Occupational Retirement, Survivors’ and Disability Pension Plans)

Please contact us

We offer customized services, please feel free to contact us for a particular request.

bottom of page