Creating confidence in investment management
Investor trust services
Assurance on investment process, return and risk for investment managers and investors
In today's financial landscape, investment managers are navigating a complex set of challenges. The demands of clients and stakeholders for transparency in investment returns and risk have never been more pronounced. The assurance of a complex investment process, related controls, investment results and reporting are paramount. Proliferation of sustainable and ESG investing leads to new opportunities but also challenges and risks for investors, such as the risk of “greenwashing” of investment products, and the need to comply with relevant regulatory requirements and industry self-regulations.
Institutional investors consider adherence to the universally recognised Global Investment Performance Standards (GIPS®) a prerequisite when selecting investment managers, and this standard is progressively gaining recognition within the private wealth management and alternative investments sectors. Regulatory bodies are also intensifying their scrutiny of investment risk management and usage of benchmarks in financial products.
Our mission is clear: We aim to instill confidence in investment managers, investors, and regulators alike. State-of-the art methodology, newest technology tools, “best practice” standards and transparency is the cornerstone of our approach. Together, we can build solid trust in your investment management process.
Our service offering
Our clients benefit from our end-to-end understanding of the investment process and investors’ needs.
Talk to an expert
We shape the investment management industry with our thought leadership
Industry events and publications
- We make regular presentations at events of industry associations (CFA Institute, Asset Management Association Switzerland, Swiss Pension Funds Association ASIP, Liechtenstein Bankers Association)
- We issue periodic publications on hot topics in the investor trust area
Industry standard-setting
- We are engaged in the GIPS standard-setting committees of CFA Institute and Asset Management Association Switzerland
- We are engaged in industry committees and working groups in the area of Sustainable Investing, such as those of CFA Institute and EXPERTsuisse
- We maintain a regular exchange with regulators in the investment performance and risk areas
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