Targeted and efficient organisation of investments

ECOFIN advises its clients on formation and composition of an efficient, transparent and controllable investment organization. This provides the framework to enable the targets set to be achieved systematically and with low operational risk. The investment organization becomes a source of considerable value creation and contributes to higher returns.

Typical ECOFIN services are:

• Formulation of specifications including tasks, areas of authority and incentive structures for individuals in charge both internally and externally and of the investment guidelines. Definition of interfaces and decision-making processes.
• Formulation of rules and concepts on various matters, such as: 
  
  • promising operational areas of the active asset administration
  • promising use of alternative investment instruments (private equity, hedge funds)
  • promising implementation of currency management
• Advice on the choice of external asset managers, assisted by our internet-based portfolio manager database (PMDB-Online®), a structured selection procedure (manager selection) and regular meetings with potential candidates.
• Advice on the choice of a custodian bank (custodian bank selection).
• Contractual arrangements and conduct of contract negotiations with asset managers and custodian banks.
• Planning and coordination of portfolio restructurings, known as transition management (including requesting proposals from brokers; coordination of interfaces between asset managers, brokers and custodian banks; monitoring of trading activity of asset managers and brokers involved).
• Sitting on clients’ investment committees as advisory members.