consultancy for institutional investors

Our advice on the selection of asset managers is based on numbers, but also on our own experiences as asset managers.

The selection is based on the follwoing steps:

  • precise categorisation of strategies/portfolios/composites
  • Analysis of performance in market cycles and analysis of key risk figures
  • Evaluation of the investment process and of quality and stability of personnel

Our focus is on:

  • systematic strategies (factor strategies, portfolio insurance, Absolute Return, Overlay)
  • dedicated Alpha-strategies,
  • selected alternative strategies