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.
»MoreIndividualized special fund solutions
Customised and exclusive.
We can address your specific needs in detail by creating an exclusive special fund, either as a fund with individual names or as a fund of funds. By creating such an investment vehicle, the aspects relevant for your company (taxation, legal or company-specific requirements) can be taken into account to the maximum degree.
A special fund with RCM allows your company to optimise its balance sheet and profit from our professional fund management services.
Advantages at a glance:
- Simple, quick fund creation – your Client Relationship Manager handles all of the necessary administration for you
- Comprehensive benchmark consultation guarantees you a customised risk-return profile in the fund
- Efficient portfolio management in accordance with your individual guidelines
- Ability to steer annual disbursements – capital gains can be carried forward
- Personalised, 360° service from the specialised Client Relationship Management Team
- Broad-ranging information thanks to daily Internet reporting, detailed reports for investment committee meetings and top-notch written reports