You are here:
- Home Switzerland
- >Asset Management
- >Investment Services
- >Brokerage
- >The Investment Process
- >Investment Concept
The investment concept
Implementation of the investment process requires an investment concept which defines the organisation of the pension fund, investment focus, implementation measures and securities administration. Decisions and measures are necessary in the following areas:
- Duties and responsibilities of the participating units
- Inhouse management or issue of mandates
- Selection of investment style and approach (mixed or special assets)
- Reporting/controlling and measuring performance