What services do we offer?

• Formulation of anonymous tender offers for private and institutional clients.
• Evaluation of manager performance according to a scoring model and stress test for past performance.
• Review of the stringency of the investment philosophy.
• Evaluation of discipline and risk management in investment process decisions.
• Analysis and comparison of cost and performance indicators (TER) and presentations of these indicators in a clear and understandable way.

How do you benefit specifically?

• You make your decisions on the basis of a professional and transparent process.
• You receive a meaningful overview of the candidates’ different investment approaches and historical results.
• You increase your earnings potential by selecting the best managers.
• You get a meaningful overview of the managers’ investment approaches and a comparison of the historical performance results.
• You diversify your risk by investing in different investment philosophies and market regions.