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Controlling and Reporting

We constantly monitor and supervise our clients’ portfolios. We check individual portfolio transactions as to market conformity and process them through our portfolio management system.

We brief asset managers with reference to the investment guidelines and monitor and control them with regard to the correct implementation of the agreed investment policy and compliance with the investment guidelines.

Within the framework of our controlling process we prepare and hold discussions with the asset managers at regular intervals.

We periodically produce customised reports for each portfolio as well as consolidated statements together with detailed performance analyses and comparisons with predefined benchmarks.

«Precision is when craftsmanship, creativity and perfection

join in harmony.
For some too complex.

For us a matter of principle.»