Asset management and monitoring – independent and competent

Format A prides itself in the independence of its asset management and monitoring. Our specialists rigorously and fully monitor the individual investment products or the asset management itself and produce tailor-made reports for each client.

Our services in investment consulting include:

  • Developing and monitoring investment strategies and investment rules
  • Developing and monitoring investment guidelines for asset managers
  • Evaluation and solicitation of proposals from custodian banks and asset managers and recommendations regarding award of contract
  • Specific recommendations and alternative courses of action relating to individual investments/second opinions
  • Analysis of securities portfolio/detailed asset analysis
  • Assessment of asset management fees
  • Market observations (research)

Our services in investment controlling include:

  • Creating tailor-made consolidated performance and portfolio reports
  • Monitoring all asset positions
  • Monitoring legal, strategic and contractual guidelines
  • Permanent monitoring of the custodian bank and asset manager's services inc. costs