Advice for institutional and private clients
For more than 15 years, ECOFIN Investment Consulting AG has been advising institutional and private clients – mainly pension funds, discerning private investors and family offices, trusts and grant-making foundations – on aspects of investment management.
Top-down advisory approach
ECOFIN pursues a top-down advisory approach, emphasizing the client’s specific objectives and characteristics. Tailor-made, high-quality advice is preferred to run-of-the-mill client support.
- Selecting the investment strategy has the highest priority, since this substantially determines financial success. Asset-Liability-Management (ALM) provides the base needed to decide the correct strategy.
- The investment strategy should be implemented efficiently and cost-effectively. Establishing the investment organisation and selecting suitable business partners (PMDB-Online®, manager selection, custodian bank selection) are vitally important.
- Investment Controlling is an important management tool for monitoring and controlling the entire asset management process.
Cornerstones of our success
Our success is built on the expertise and experience of our staff and our independence and credentials.
- Most of our staff are graduates and have many years of practical experience in the financial markets.
- In our advisory work we are committed solely to our clients’ interests and are free of any ties.
Our advisory principles
ECOFIN emphasizes the following principles for its clients:
- Implementation of market solutions and cost-effectiveness
- Implementation of the principles of division of labor and specialization
- Avoidance of risks that are not rewarded
- Avoidance of conflicts of interest
- Separation of decision making, implementation and control
