Strategy Development
Development of a specific strategy for the individual needs of an investor. The specific strategy for the investor is developed alongside seven distinct criteria and a standardized process. Portfolio modelling furthermore visualizes and evaluates the effects of different parameters in the most transparent way.
Fund Selection
Based on our market knowledge, access to managers and a highly structured process that has been tried and tested over many years, we select the best funds for a defined strategy. We provide a comprehensive overview of the market and the relevant differences between the managers in order to facilitate a sound and substantiated investment decision.
Fund and ESG-Scoring
Fund scoring offers a quick, standardized and quantitative approach to fund and manager assessment. The manager and the analyzed fund product are evaluated on the basis of ca. 70 criteria within six assessment categories.
Our ESG scoring tool evaluates managers and strategies according to their ESG performance and their overall ESG awareness. Both the manager and the dedicated fund product are subjected to a benchmark-based assessment based on ca. 50 criteria within five assessment categories. The approach also includes a personal interview with portfolio managers and ESG officers to verify the data provided. The scoring results allow an objective comparison of the managers in terms of their ESG performance and awareness.
Due Diligence
According to our clients, our due diligence is one of the best and most informative available on the market. Highly detailed but focused on the essentials. We offer this in three versions depending on the level of detail needed so that investors can flexibly determine and supplement their own internal analysis.
Reporting
With our flexible reporting platform, we report efficiently and well-structured on the essentials from the level of the overall portfolio down to the single investment. This specifically frees up internal portfolio management resources, which are heavily burdened by the processing of the ever-growing managers' reporting documents, and also ensures the transparency required by regulation.
Portfolio Management
As part of our broad range of services, we also provide specific support in the ongoing management of a portfolio following the allocation decision. Our portfolio modelling shows liquidity effects and income trends of the current or target portfolio over time as well as sensitivity performance analyses under various market conditions. We furthermore support our clients, for example, with co-investments alongside portfolio managers or with the implementation of secondary transactions.