We help to set up and monitor your investment
governance. We bring to bear an experienced
approach based on a robust methodology
to enable you to create the value needed
to accomplish your mission.
- How can you make sure that your investment process is in line with your asset allocation and your performance targets?
- How can your investment process be optimised to achieve your objectives and improve your performance?
- How can your investments be properly monitored over a period of time?
- Does your investment process satisfy the legal obligations?
- Evaluation of your investment process.
- Putting in place customised key indicators.
- Identification of sources of optimisation.
- Global approach involving all the stakeholders.
You have access to
- A robust methodology to assess your investment process and strengthen the likelihood of achieving your financial objectives.
- Targeted recommendations based on key indicators specific to your institution.
- A regular follow-up tool which presents the trend of your key indicators of good governance.
- Neutral and independent advice on your investments.
- Various ranges of prices and services to meet your needs.