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Investment organisation

PPCmetrics offers its clients a highly specialised economic, legal and process-oriented advice regarding their investment organisation. Based on the investment strategy, we support our clients in the definition of an adequate and efficient investment organisation. It should be realizable in a cost-effective, professional and comprehensible way.

It is necessary to determine the tactical allocations / the rebalancing, the mandate structure, the suitable combination of investment styles and the investment vehicles.
 
 
Pension governance

Based on its considerable experience, PPCmetrics advises its clients on all matters of good governance considering the regulatory guidelines, the general best practice. The aim is to create a transparent and clear organisation, to clearly arrange the responsibilities and to avoid collisions of interest.

 

Organisational structure

PPCmetrics advises its clients on determining a modern organisational structure which meets the great demands concerning good governance.

 

Investment process

As part of the investment processes, PPCmetrics makes sure that decisions are made based on a structured process and that they are communicated and documented transparently.

 

Investment regulations

In cooperation with our clients, we will elaborate investment regulations, which are geared to the required organisation and needs of our clients, the investment strategy and the investment organisation.

 

Mandate specifications

PPCmetrics can support its clients in elaborating the mandate specifications for everybody responsible for asset management. Our specifications settle the relevant points unambiguously.