Investment controlling as early-warning system and management tool

Investment controlling provides ongoing monitoring and appraisal of the investment process and closes the investment management loop.

With investment controlling, the conditions are created to detect early warning signs, to timely introduce appropriate corrective measures and appraise the quality of asset management.

CONTROLLING REPORT

The results of the ongoing controlling activities and the resulting recommendations are summarized periodically in a report for the client’s attention and presented on request.

Investment controlling comprises the following parts:

• Appraisal of expected and actual development of invested capital
• Appraisal of performance of mandates
• Appraisal of management charges as regards market conformity
• Periodic monitoring of compliance with investment guidelines
• Recommending measures, if applicable