In most of our client projects, we were not only requested to provide our products, but also our expertise: On the one hand, financial institutions want to differentiate their offering compared to their peers and ask for input. On the other hand, our solution is completely modular and allows this precisely. This is why we offer the following services:

Sustainable Investment Checkup

We identify the maturity of the advisory and investment process regarding Sustainable Investing and identify the need for action. Clients receive a recommendation report with the proposed next steps.
 
Estimated duration: 3-5 working days depending on the scope which will be agreed upfront.

Investment Process Checkup

We evaluate the investment process against a set of criteria to determine the respective strengths and weaknesses. Clients receive a recommendation report with the proposed next steps.

Estimated duration: 3-5 working days depending on the scope which will be agreed upfront.

Advisory Process Checkup

We benchmark the advisory process against multiple dimensions, check how the investment intelligence is integrated into the process and show the biggest
potential for improvement. Clients receive a recommendation report with the proposed next steps.

Estimated duration: around 5 working days depending on the scope which will be agreed upfront.

Scenario Space Generation

We generate scenario spaces for long-term asset allocation. For this purpose, we estimate expected returns, non-normally distributed statistics, and economic scenarios. Clients receive a tailored scenario space based on their specific asset classes and optionally to their economic outlook.

Estimated duration: around 10 working days depending on the scope which will be agreed upfront.