StratPRO

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

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

Compact StratPRO

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

Your Needs

  • You want to get an overview of the financial situation of your collective foundation affiliation 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

Compact StratPRO Analysis Offers You

  • an individual, static risk-ability analysis of your collective foundation affiliation
  • a proposal for a suitable investment strategy (individual benchmark), including a presentation of the risk and return characteristics of the various strategies
  • a calculation of the necessary fluctuation reserve for the suggested investment strategy (target value in accordance with ARR 26)
  • a presentation given by a strategic consulting specialist, with the option of a half-day or full-day training course

Strategic Advisory Services for Health Insurers

Discover the options for modern asset and liability management with us. 

Your Needs

  • You want an overview of your health insurance situation
  • You want to actively manage your own investment policy
  • Professional exchange and personal collaboration with strategic consulting specialists are important to you
  • You are looking for an individual investment strategy that reflects your obligations

Our Strategic Consulting Services for Health Insurers Offer You

  • Direct clarification of requirements and advice by specialists
  • An individual risk-capacity analysis and customized investment profile proposal
  • An investment strategy with trading ranges
  • The development of investment concepts and the formulation of investment regulations
  • Training events for health insurer management committees

Personalized Advice

Team Strategic Investment Consulting

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.