alpha-optimum Information

Chairing of Investment Committees Whether for pension funds or foundations: Based on decades of experience in the management of units in research, portfolio management and corresponding decision-making bodies, we support your institution in the implementation and monitoring of wealth management. Process Development Poorly diversified portfolios or excessive trading are not wrong per se – if you understand the needs of the client. We support you in developing an advisory process that addresses the true goals and needs of your clients and thus maximizes their long-term satisfaction. Product Development New investment solutions must always be critically examined – preferably by external experts who are not emotionally involved. Based, among other things, on over 1,000 personal interviews with leading fund managers, we support you in the process of developing successful investment solutions. Integration of Sustainability Sustainable investing should lead to better investment performance in the long term. In addition to the careful use of our natural resources, social aspects and corporate governance must also be taken into account. We support you in credibly integrating sustainability into your investment process.