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Investment plan

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.

Modular offerings

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.

 

About TKP Investments

As a fiduciary manager, we offer modular service provision to pension funds and charitable institutions. Find out what we can do for your organization.

More about TKP Investments

Our multi-management funds

Check out our broad range of actively and passively managed investment funds. In accordance with our multi-management strategy, of course.

More about our funds

Sustainable investment

A healthy financial future starts with responsible and investment choices. Curious how your organization can profit from our sustainable approach?

More about sustainable investing

Affiliated organisations