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Corporates & Institutions - Switzerland

Classic StratPRO

Create a meaningful basis for identifying your investment strategy requirements with minimal effort.

Your Needs

  • You want to get an overview of your pension fund situation with minimal effort
  • You place particular emphasis on the sustainability of your investment strategy
  • You are looking for a cost-effective determination of risk ability
  • You count on the opinion of specialists
  • You want to create a suitable investment profile
  • You are looking for a cost-effective analysis of your situation

Our Classic StratPRO Analysis Offers You

  • an individual, static risk-capacity analysis for your pension fund
  • a suitable investment strategy proposal (individual benchmark)
  • a calculation of the necessary fluctuation reserve for the suggested investment strategy (target value in accordance with ARR 26)
  • a report on the risk and return characteristics of the various strategies in extreme situations (stress testing)
  • a presentation given 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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