Investment Policy Statement
Investment Policy Statement
In order to be able to meet our clients’ investment needs, the investor’s investment horizon, investment goals and risk tolerance preferences are defined.
»MoreA competent partner
The Client Relationship Management Team was founded to ensure continuous professional consultation and customer services for existing investment mandates and to facilitate smooth cooperation between fund administration, the depository bank and external partners.
Your personal Client Relationship Manager works for you as the liaison for our internal departments and is available to assist you with the following services:
- Consulting on Strategic Asset Allocation
- Organisation of fund creation and transformation
- Regular investment committee meetings
- Comprehensive, up-to-date fund reporting in accordance with international standards (Internet reporting)
- Client conferences on current topics in the investment business
- Providing information on current product and capital market developments