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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)
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Controlling and reporting (quantitative and qualitative)
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Risk management
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Technical transparency report as required by OPP2*
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* (Ordinance on Occupational Retirement, Survivors’ and Disability Pension Plans)
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