Costs play a big role in an investor's future returns. However, it is often difficult to estimate the total cost of investment activities, as they can be behind structures that are difficult to understand. With the help of our cost analysis, the investor understands the actual total costs of their investment activities, what they consist of and how much they can be compromised.
Our return/value-added analysis allows the investor to see at what level of risk and from what sources the returns on investments have been achieved, what the return-to-risk ratio is in relation to the relevant benchmark index, and how different asset managers have performed in relation to each other. The analysis also examines whether the allocation limits have been maintained during the monitoring period, whether the allocation changes have been able to bring added value, and whether it has been possible to make added value regularly or whether it has been sporadic.
Investment due diligence helps the investor to better understand the investment target/asset manager and to ensure that the investment target is suitable for them. Most commonly, due diligence is used in alternative asset classes, where it is in the investor's interest to understand the risks of the investment object in more detail.
We offer due diligence for scanning the entire investment activity as well as for individual investment solutions and services. In particular, we have experience in alternative investments, investment strategies and asset manager selection. The service is suitable for both private and institutional investors who want to deepen their understanding.
