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ALM-Update StratPRO

Update existing results cost-effectively.

Your Needs

  • You want an overview of your pension fund/health insurance situation
  • You are not expecting a detailed ALM study but rather an update of a recently prepared risk-capacity analysis
  • You want to examine the future long-term development of the financial markets
  • You are looking for a second opinion on an existing investment strategy and a reassessment of the target value for the fluctuation reserve

Our StratPRO ALM-Update Offers You

  • A cost-effective update of the risk-capacity analysis
  • An assessment of the current investment strategy and calculation of the necessary fluctuation reserve
  • A presentation by a strategic consulting specialist, with the option of 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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