Investment Consulting: Customized advice and monitoring
PARSUMO Capital offers comprehensive and customized investment consulting services that are specifically tailored to the needs of institutional investors and pension funds in Switzerland. Our services range from the ongoing monitoring of your asset portfolios to specialized outsourcing solutions for the Chief Investment Officer (CIO) mandate. We support you in making informed decisions and implementing your investment strategy in the most effective way.
Ongoing portfolio monitoring and investment advice
We continuously monitor your portfolios and provide you with regular, detailed written assessments of the performance of your asset management mandates. These include recommendations for action to optimally adapt your investment strategies to current market conditions. Our valuation covers all collective investment vehicles used, and we proactively identify possible violations of your investment regulations. We pay particular attention to alternative investments, including real estate and insurance-related investment strategies, which are periodically reviewed and evaluated with clear exit or continuation strategies.
Our services include:
- Monitoring of investment regulations and guidelines
- Proactive reporting of strategy violations
- Consolidated reporting with performance analysis of your total assets
CIO Outsourcing: Strategic support for your investment decisions
Our Investment Consulting Service offers you the opportunity to use us as an outsourced CIO. This includes monitoring external and internal asset managers and ensuring compliance with your investment regulations. We analyze performance, compare products and help you control costs by negotiating with banks and asset managers. In addition, we support you in conceptual issues such as choosing between mixed or special mandates, weighing up active vs. passive management and implementing sustainability strategies in your investment portfolio.
Professional support for your investment committee
PARSUMO Capital actively supports you in the strategic management of your investment decisions by providing comprehensive support for your investment committee. Our service includes preparing, participating in and following up on meetings to ensure that well-founded and well-informed decisions are made.
Our services include:
- Performance monitoring and market analysis: We provide you with detailed insights into the development of the financial markets and continuously analyze the performance of your asset managers.
- Selection of fund managers: With the help of our carefully maintained watch list, we monitor your asset managers and support you in selecting new managers and investment products.
- Asset & liability studies: We develop and implement asset & liability studies to ensure that your investment strategy is geared towards long-term stability and efficiency.
With our investment consulting services, you benefit from our in-depth market knowledge and customized support for your investment committee. This ensures that your assets are managed optimally and that your strategic goals are achieved.
The advantages of PARSUMO Investment Consulting
Our customized solutions in the area of investment consulting offer you transparency, in-depth analysis, and professional support in implementing your investment strategy. Whether you need help monitoring your portfolio, support with investment decisions, or strategic guidance, PARSUMO Capital is at your side as a trusted partner.
