The investment plan represents a translation of the strategic investment policy into a strategic investment mix for your portfolio. In the investment plan, we set the regional allocation for particular investment categories, for instance. But we also include the determination of a benchmark and the choice of an active or passive strategy. We are happy to help you draw up a sound investment plan.
In addition to strategic advice, we also offer multi-manager investment solutions. As a result, we can prepare an investment plan with a customized portfolio for you. We offer you the choice of a broad range of multi-management investment solutions in the categories of equities, fixed-income securities and alternative investments (including real estate). By combining our various services, you achieve the greatest degree of efficiency. But we can provide you with good advice even if your portfolio is managed by another party. That’s what we call a modular approach to fiduciary management.
Analysis of current portfolio
You may also want to know whether your current portfolio is still a good fit for your investment strategy. We can help you with this by analyzing your current portfolio.
For more information about our investment plans, get in touch.