Targeted and efficient implementation of investment strategy

Many questions arise when implementing the investment activity: active or passive asset management, mixed or specialized mandates, centralized or decentralized security safekeeping, performance measurement and monitoring, etc.

ECOFIN assists its clients in an efficient, transparent and controllable realization of the investment strategy. This provides the framework to achieving the targets set systematically and with low operational risk. The implementation process becomes a source of considerable value creation and contributes to higher future returns.

The realiZation process is multifaceted and typical ECOFIN services are:

• Definition of asset management mandates and benchmarks: Identifying mandates and benchmarks with which the investment strategy can best be achieved using the specified asset classes,
• Drafting of detailed investment guidelines for the mandates,
• Advice on the choice of asset managers for the mandates, 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 banking partner (custodian bank),
• Contractual arrangements and conduct of contract negotiations with asset managers and custodian banks.