SERVICES FOR CLIENTS AND INSTITUTIONS
We offer the following services which may be subject to separate mandates.
ALM
- Asset and liability management
- Analysis of your risk tolerance
- Dynamic simulations of assets and liabilities
- 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
- Simulation of performance distribution
- 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 managers
- 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
- Active management or core-satellite
- Bond management in Swiss francs
- International bond management
- Indirect real estate
DIVERSIFIED MANAGEMENT
- Based on a predefined strategic allocation
- Active management in different asset classes or core-satellite approach
- Tactical management
- Volatility and liquidity profiles
RISK MANAGEMENT AND CONTROLLING
- Risk factor analysis
- Implementation of a dynamic tool for monitoring and decomposing portfolio risks
- Stress tests
- Integration simulation of new managers or asset classes
- Risk analysis
- Simulation and risk decomposition
- Estimation of the fluctuation reserve
- Investment reporting and controlling
- 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
