• Corporate clients
• Pension schemes
• Private clients
• Who we are

• Advice on pensions
• Risk+Health services
• Investment Services
• Accounting
• Investment Reporting
• Investment Controlling
• Management Mandates

Investment Reporting

We offer our clients individual investment reporting with a highly informative performance statement:

• Congruent securities accounting-based valuation
• Presentations and evaluations for each portfolio or investment category
• Graphic presentation of structure and performance figures
• Consolidated reporting on several custodian banks
• Individual benchmark comparisons
• Relevant risk-return figures
• Additional special reports such as a fund report (LIPPER-based) and a hedge fund report