Monitoring & Reporting
The conclusion of the whole investment process cycle comes in the last stage. Strengths and weaknesses of the portfolio or changes on the client’s side, which could consequently cause an asset reallocation, are identified through periodical monitoring, risk management and assessment of the portfolio’s development on a quarterly basis. This usually leads back to the very beginning of the investment process.
Through the implementation of changes where necessary, supervision and management of the portfolio is a dynamic and continuous process striving to improve performance and efficiency.