Portfolio Health Check

Through our structured multi-stage "Portfolio Health Check" process, we offer our clients support in the context of assessing the managers in their portfolio. This refers to the assessment of the quality of the investment strategies as well as to the negotiated cost structures. In addition to the individual manager assessment, we also analyze the structure of the implemented portfolios with regard to return and risk expectations. As a result, our clients receive an independent analysis of the individual managers as well as the overall portfolio with concrete impulses for possible optimization potential.