For reference, here is a list of our recent projects:
- Evaluation and re-design of investment guidelines for a balanced portfolio
- Evaluation of investment vehicles, implementation of benchmarking and performance measurement
- Evaluation of a portfolio of style-ETFs, equity and fixed income
- Manager selection Balanced Europe/Global
- Checklist for ESG-Investing
- Peer group analysis and Longlist/Shortlist Absolute Return
- Manager selection wealth management mandate conservative
- Peer group analysis and Longlist Strategic Fixed Income
- Advice on a non-core real estate portfolio
- Peer group analysis and Longlist Overlay-Management