Investment consulting for institutional investors and private investors

At a glance

    • External investment expert in all asset management matters
    • Quantitative and qualitative analyses for institutional and private investors
    • Scientifically sound and proven in praxis
    • Assessment of investment vehicles, funds, asset managers and investment categories
    • Second opinions and expert reports

Investment Consulting

In the area of investment consulting, PPCmetrics offers professional and innovative consulting services as well as quantitative and qualitative analyses for institutional and private investors. Our concepts and analyses are scientifically sound and proven in praxis. With above-average qualifications and extensive experience, our staff members provide consulting services at the highest level.

External investment expert / Investment Consultant

We provide services as external investment expert in all aspects of asset investment. For many of our clients we attend the meetings of the investment committee in an advisory capacity.

Quantitative analyses


Our quantitative analyses are useful tools for gauging investment success, calculating risk-adjusted performance as well as identifying risks. In addition, as part of our sophisticated performance analyses we offer different style analyses and performance attributions.

Product and asset manager assessment

Our independent assessment entails analyzing investment vehicles, funds, asset managers (due diligence) and new investment categories. PPCmetrics guarantees a neutral assessment of the opportunities, risks and costs of products.

Handling of exchange rate risks

Exchange rate risks represent a challenge for many institutional investors. PPCmetrics supports investors in foreign currency risk management. In so doing we determine the ideal hedge ratio and ensure the efficient implementation of any currency hedging.

Recommendations on benchmarks

The choice of an index as a benchmark for the asset manager significantly impacts future investment success. PPCmetrics advises its clients regarding ideal benchmark concepts, also taking account of risk and return expectations as well as concentration risks.

Second opinions and expert reports

The determination of the investment strategy, the selection of asset managers or the introduction of new asset categories or investment vehicles are a few examples of crucial decisions that investors often do not wish to take alone. PPCmetrics provides independent second opinions and expert reports on all dimensions of the investment process. A second opinion allows for an accurate evaluation of all relevant facts prior to the final decision.

 


Contact persons

Skaanes Stephan klein.jpg

Dr. Stephan Skaanes
Partner
Contact

Fusetti Alfredo klein.jpg

Alfredo Fusetti
Partner
Contact


Publications

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Tail-risk hedging lessons from the corona crisis

Tail-risk hedging lessons from the corona crisis

The coronavirus crisis illustrates that equity collar strategies may still have a place for pension funds.

PPCmetrics Asset Manager Review 2019/2020 CHF Edition - English Version

PPCmetrics Asset Manager Review 2019/2020 CHF Edition - English Version

Challenges and important aspects of illiquid investments. In the last three years, more than 3’000 investment managers participated in the PPCmetrics market screens. This Asset Manager Review contains information on asset managers for unlisted real estate USA, Swiss Equities Small and Mid Caps, Fund of Hedge Funds and Senior Secured Loans.

Illiquid Investments: Challenges ahead

Illiquid Investments: Challenges ahead

Illiquid investments should appeal to pension funds because of their long-term benefits, but are opportunities equal?

Is faith in past winners justified?

Is faith in past winners justified?

Rankings of top performers are publicly available for retail funds. However, databases for institutional mandates (segregated accounts and institutional funds) are still incomplete and rare. For our historical simulation of picking past winners we use a set of track records that were submitted by asset managers as part of public and non-public mandate tenders for institutional clients in Europe.

Asset Liability Management Today – Is it Still Fit for Purpose?

Asset Liability Management Today – Is it Still ‘Fit for Purpose’?

The target of asset liability management is to align the assets to the liabilities, i.e. managing risks due to mismatches between the assets and liabilities.

Challenges Pension Funds Face due to Low Interest Rates

Challenges Pension Funds Face due to Low Interest Rates

Risk-averse asset-only investors should go for short duration as risk return is distributed highly asymmetrically.

 


Factsheets

 

Comparison of fees

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Peer group comparison

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Investment controlling

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Analysis of the portfolio structure

Factsheet

Asset manager selection
  

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