On your instructions we analyse the financial position of your pension fund and provide you with competent support in merger or liquidation transactions. Our service portfolio also includes asset and liability analyses, the preparation of actuarial reports, the review of regulations and the analysis of benefit cases.
Regular reviews of the investment strategy and the performance of the asset managers also belong to our core tasks. In this regard we work together with the senior governing body, i.e. the board of trustees or the investment committee, on whose behalf we identify course corrections and requests for changes in strategy. Naturally we also review the selected reinsurance solution and identify the potential for optimisation. And finally, we regularly provide you with detailed portfolio development reports for the foundation.
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