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Corporates & Institutions - Switzerland

Advanced StratPRO

Work in close cooperation with us to establish an optimal basis for making decisions concerning your investment strategy.

Your Needs

  • You want an overview of your pension fund/health insurance situation
  • You want a dynamic simulation of the change in coverage ratio (for pension funds only)
  • Professional exchange and personal collaboration with strategic consulting specialists are important to you
  • Consideration of future financial market scenarios and risk tolerance are a priority
  • You are looking for an individual investment strategy that takes account of your obligations

Our Advanced StratPRO Analysis Offers You

  • Direct clarification of requirements and advice from experts
  • A detailed risk-capacity analysis with dynamic elements (for pension funds only)
  • An individual investment strategy proposal with trading ranges
  • A calculation of the necessary fluctuation reserve for your current portfolio and the proposed strategy
  • A report on the risk and return characteristics of the various strategies in extreme situations (stress testing)
  • Dynamic simulations of possible coverage ratio calculations
  • A presentation by strategic consulting specialists, with either half-day or full-day of training

Personalized Advice

We are your partner and would be happy to arrange a consultation with you. Contact us by phone at +41 (0)44 332 32 18 or speak directly to the advisor in your region.

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