Governance

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.

Your challenges

• 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?

Our solutions

• 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.