Splitting the value creation process of Banks according to core-competencies

Division of Mandate, Investment Product, Broker and Custody Bank. „Best-of-Breed“ approach in all areas of the value creation process, which enhances the quality of the whole asset monitoring.

Conducting and guiding through ‚Beauty-Contests'

Manager or Product selection based on clearly defined rules (Risk-/Return-/Duration-Expectations); conducting fee negotiations and evaluation of results.

Monitoring of Asset Manager/Banks (Benchmarking)

Analysis and constant evaluation of the Portfolio(s) on an institutional standard through electronic and bespoke analysis: Implementation/ Observance of the Investment Strategy,Risk/Return profile of the Portfolio, Correlation, Market dependency, Cluster Risk (Interest Rate Intensity, Equity Exposure, etc.)

Specific analysis of single Investments/Products/Strategies

Creating clarity within the mostly in-transparent Product Universe. Identification of hidden costs; defining investment limits within strategies.

Homogenous Reporting on a Quarterly basis

Merging each individual manager into one system (consolidation); manual and qualitative control of   operations.