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