An effective investment strategy, appropriate investment organization and the selection of the right asset managers are both fundamental and crucial to successful and target-based financial management. By carefully balancing these components of investment consulting against one another, we help our clients to benefit from important advantages. Our various investment consulting services are also available as complementary individual service modules.

Complementa has been an independent expert for the analysis, optimization and realignment of investment strategies for many years. When devising an investment strategy, we deliberately seek to involve decision-makers in the strategy defining process, and the various proposals are considered in close cooperation with our clients. Our considerable expertise, personal and transparent services, and professional analysis tools enable our clients to select a strategy in line with their thinking and objectives.

Complementa has a Competence Center for each asset class, thereby ensuring that constantly updated expert know-how on specific investment instruments is available and added to. Our consultants are also happy to support you as sparring partners in negotiations with asset managers or to provide training on various financial instruments and asset classes.

→ Adoption and review of an investment strategy/asset liability modeling
→ Implementation of the investment strategy and asset organization, governance check
→ Selection of Asset Managers in all asset classes