Investment Consulting

(Institutional Investors Only)

Valuation & Corporate Governance

• Evaluation of alpha process consistency
• Development of factor strategies and benchmark selection
• Fund manager selection
• Preparation for fund due diligence visits (asset owners or asset managers)
  
• Prospectuses and policies writing
• Monitoring exposure to custodians and/or prime brokers

• Portfolio risk management, incl. design of innovative risk dashboards
• Design of investment restriction process incl. design development of dashboards
• Review of funds range
• Equity valuation
• Investor relations advice
• Handling delicate corporate governance topics