The investment controlling of PPCmetrics ensures that the responsible organs can efficiently and competently attend to the legally required supervisory function (Art. 49a BVV 2). The individual controlling reports written by PPCmetrics contain all relevant information.
Risk / return analysis
Qualitative and quantitative analysis and evaluation of the investment performance.
Strategy controlling (investment strategy and value fluctuation reserves) and the demonstration of the most important risks in the area of total assets.
Compliance with investment guidelines
PPCmetrics verifies that the legal, strategic and contractual guidelines are adhered to.
Assessing portfolio managers
Assessing and appreciation of the absolute and relative investment performance as well as constant monitoring of personal risks and process risks occurring among the appointed portfolio managers.
Peer group comparison
Comparison of the investment performance in the area of assets and asset managers with comparable pension funds.
Comparison of fees and charges
Assessing the market conformity of the asset management fees and the demonstration of a possible cost saving potential.
Monitoring custodian bank
Monitoring and verifying the services provided by the custodian bank.
