Portfolio services

Portfolio optimization
We support investors selecting and structuring project portfolios considering given risk return requirements. The analysis and optimization is performed for a pre-defined investment universe, investment guidelines and goals, like specific project types, technologies or countries.
Funds reporting
Specifically for funds manager we provide a wide range of services on an ad-hoc or regular base, like portfolio rebalancing, optimization, valuation and funds reporting. The following diagram illustrates our services for funds manager.
Portfolio-Manager

Further information