Objectives
To support you through the entire investment cycle to allow you to achieve your objectives, from planning and governance to performance monitoring and ALM.
You are?
An institutional investor: a pension fund, an insurance company or a non-profit organisation
Our services
Asset Liability Management (ALM)
- Suggest the most suitable asset allocations for your specific needs and objectives
- Ensure a perfect match between the two sides of the balance sheet using parameters such as inflation or interest rates based on scenarios influencing both the return on assets and trend in liabilities
- Provide the full set of investment strategy elements
Portfolio structure and management
- Define the structure and the steering method of your portfolio
- Verify the risk profile and whether it fits your budget
- Have the necessary elements to search for asset managers, draft investment guidelines and monitor your portfolio
Selection of asset managers and portfolio monitoring
- Identify the best asset managers from our database (over 200,000 referenced products)
- Carry out and participate in the selection process
- Negotiate management contracts
- Support portfolio transitions
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Draw up an investment monitoring report to be used as a steering tool, including measures to be taken for the weighting of asset classes, risk, managers, fees, etc.
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Monitor compliance with investment guidelines
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Support the body responsible for decision making
Governance
- Support the implementation of a new organisational structure
- Update the investment regulations that define the organisation, the investment objectives and constraints as well as the decision-making and control processes
- Define investment guidelines for managers
Our strengths
Full independence
vis-à-vis financial institutions
No retrocessions and no sales of financial products
Business
expertise
A proven, clear and documented process
Manager
database
A wide range of products and managers to build a portfolio to suit your needs
Your advantages
No conflict
of interest
The guarantee of independent advice
Professional
advice
Compliance with the highest institutional standards
Ongoing
monitoring
External analysis to challenge your managers
Access to the latest information, investment ideas to improve the performance of your portfolio over the long term
Request an offer
Contact us to arrange a free, no-obligation meeting with one of our occupational pension specialists.
Contact us
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