\ INVESTMENT CONSULTING
An integrative approach
Pension funds need to create value in order to fulfil their mission, and the 3rd contributor is one of the strategic factors in their financial equilibrium. With a multidisciplinary approach, taking into account sustainability issues, our consultants intervene on an ad hoc or recurring basis to advise you on the governance, strategy and implementation of your investments.
Our team is also supported by an advisory board of internal and external specialists who ensure the relevance of the advice provided and develop efficient asset allocation strategies for pension funds in line with their structures and specificities.
Investment Governance
Global governance is the foundation of any investment process and value creation. We help you set up and monitor your organisation – its values and core principles.
We bring an experienced perspective, based on a sound methodology, to help you achieve the performance you need to fulfil your mission.
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Asset and Liability Management (ALM)
In today’s challenging environment, pension funds need reliable decision-making tools and high-quality advice.
Our ALM methodology makes it possible to develop an optimal investment strategy that takes into account the structure and long-term objectives of your institution.
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Implementation and selection
of managers
A crucial step in the investment process, the implementation of asset allocation consists in defining the appropriate investment structure and selecting managers capable of adding value to the global strategy.
Our team of specialists will help you to manage this key step in the most advantageous manner.
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Monitoring
Our monitoring tools enable pension funds to analyse and monitor the structure of their portfolio and their managers, while ensuring that this structure is in line with their strategic objectives and their risk capacity.
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Sustainability, ESG
Sustainability is now a key concern for pension funds, particularly in the area of investment management.
Pittet Associates is a signatory of the Principles for Responsible Investment (PRI), an international network of financial institutions supported by the United Nations. We can help you define your sustainability policy, from setting objectives to implementing the strategy.
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Training
Occupational pensions are a vast and increasingly complex field. The members of the Foundation Board and all other players in the field need to update their knowledge on a regular basis. Our training programme has been an industry standard for many years. We can also tailor courses or seminars to meet your specific needs. Participants are always provided with high quality documentation.
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