consultancy for institutional investors

For reference, here is a list of our recent projects:

  • Evaluation and re-design of investment guidelines for a balanced portfolio
  • Evaluation of investment vehicles, implementation of benchmarking and performance measurement
  • Evaluation of a portfolio of style-ETFs, equity and fixed income
  • Manager selection Balanced Europe/Global
  • Checklist for ESG-Investing
  • Peer group analysis and Longlist/Shortlist Absolute Return
  • Manager selection wealth management mandate conservative
  • Peer group analysis and Longlist Strategic Fixed Income
  • Advice on a non-core real estate portfolio
  • Peer group analysis and Longlist Overlay-Management