Every mandate in the asset management field begins with a detailed analysis of the existing portfolio: we assess the performance, as well as historical price fluctuations. We examine the diversification according to countries, currencies and sectors, and compare the asset allocation with the selected risk profile. We highlight cluster risks, if negative developments impact several stocks in a portfolio. We also check the fee structure for optimisation potential.
Our analysis results in clear recommendations for action that we discuss with our clients. By this means, we establish the foundations for a long-term, successful investment.