At a glance

• Combined expertise in assets & liabilities by financial market and pension fund experts/actuaries
• Modern, customized and interactive analysis tools for investment strategy definition and asset liability management (ALM) for institutional investors (pension funds, insurance companies, trusts, NPOs, companies, etc.) and private investors (private clients, UHNWI, family offices, etc.)
• More than 100 projects per year concerning investment strategies
• Strong client involvement in the formulation of solutions yields comprehensible recommendations (no black boxes)
• Analysis of various parameters such as risk capacity, willingness to take risks, risk premiums, actuarial, economic or risk-bearing funding ratio, fluctuation reserve, minimum rate of return, investment risks, interest rate risks, performance, etc.
• As an independent advisor and investment consultant, we strictly avoid conflicts of interests