Services for clients and institutions
We offer the following services which may be subject to separate mandates.
ALM
Projection of degree of coverage and flows
Probability of under-coverage, level of conditional sub-coverage
Study of other allocations
Investment advisory
PORTFOLIO AUDIT
Strategy analysis
Manager analysis
Compliance with investment guidelines
Comparison of managers with their competitors
Fee analysis
Risk exposure
DEFINITION OF STRATEGIC ALLOCATION
Proprietary tool available to our clients
Definition of strategic allocation and tactical ranges based on investment objectives
Risk capacity and tolerance, and return requirement
ALM results
SIMULATION OF RETURN AND PORTFOLIO RISKS
Simulation of performance distribution
Expected evolution
Pessimistic Scenarios (VaR)
Probability of loss, level of conditional loss
Simulation of portfolio evolution based on:
Economic scenarios
Scenarios of historical or hypothetical markets (stress tests)
Interactive visualisation tools
SELECTION OF FINANCIAL PROVIDERS
Selection of managers
Access to many databases
Proprietary selection tools
Comprehensive comparison of managers with their peers
Quantitative and qualitative scoring
Selection of custodian banks
Analysis of the organization
Analysis of operations
Review of reporting qualities
Environmental experience and extensive knowledge of service providers
SPECIALIZED MANAGEMENT
DIVERSIFIED MANAGEMENT
RISK MANAGEMENT AND CONTROLLING
Implementation of a dynamic tool for monitoring and decomposing portfolio risks
Stress tests
Integration simulation of new managers or asset classes
Customized reporting based on your structure and investments
Portfolio summary and comments
Full information consolidation
Accounting for financial instruments
Ad-hoc reporting available (Private Equity, etc.)
Benchmarking to Swiss pension funds
Governance
EDUCATION
Education for foundation boards and investment committees
Participation in institutional seminars
Interventions in academic programs
POLICIES
Implementing investment policies
Investment governance
Implementing internal control system
PORTFOLIO MANAGEMENT
Tactical management
Rebalancing proposals
Compliance with investment guidelines
