Portfolio structure means the realization of the investment strategy. The analysing of the portfolio structure serves to identify the risks and to show a potential increase of efficiency as well as cost saving.
Mandate structure
Recommendations on the mandate structure: optimal number, size and kind of the mandates or rather financial products.
Investment guidelines
Working out the investment guidelines for the asset managers which ensure that both the legal requirements and the conventions of a modern risk management are adhered to.
Investment vehicles
Working out the investment guidelines for the asset managers, which ensure that both the legal requirements and the conventions of a modern risk management are adhered to.
Investment style
Showing the advantages and disadvantages of the various investment styles (e.g. active and passive asset management) as well as recommending the optimal combination of them.
Benchmark
Working out benchmarks, bandwidths and rebalancing mechanisms matching with the strategy.
