Services
We serve a wide range of clients, including family offices/private wealth holders, foundations and pension funds, typically interested in achieving a combination of financial, risk management and impact goals. Clients also include business associations, governmental and non-governmental organizations. We provide both strategy consulting and implementation services (please refer to our disclaimer) including:
Strategy
- Strategies for foundations and family offices aimed at achieving both financial and impact goals
- Investment strategies in line with the client’s risk, return and values profile
- Active ownership strategies and processes (proxy voting and engagement)
Governance, internal processes
- Investment governance and organizational frameworks (incl. drafting of all guiding policies and documents)
- Integration of impact and ESG criteria in internal decision-making processes
- Training (incl. sessions for principals and next-gens) and team building
Selection of partners, banks, asset managers
- Partner organisation, bank and manager selection processes*
- Global universes, long- and shortlists for managers in specific asset classes*
- Due diligence of single projects and investment strategies
Monitoring, reporting, other services
- Monitoring of partner organisations, managers, projects and investments
- Integrated reporting systems, incl. non-financial information
- Access to experts in the field of estate planning, real estate, tax and legal advice
*) relying on our proprietary databases and rating systems covering over 1’000 asset managers and 10’000 investment strategies