Complementa Investment Controlling - not just defining targets, but achieving them




Investment Controlling plays a key role in ensuring sustainable success, and not just when it comes to defining your financing targets but also to achieving them. Using a defined investment strategy and an organization adapted to it, we constantly monitor the funding process. When deviations are detected, we clearly identify the causes and develop sound recommendations for taking effective measures.

Our investment controlling spans a range of monitoring areas which we define together with our clients based on the issues of relevance to financial management. The monitoring results are presented in the form of investment controlling reports published at the desired intervals (monthly, quarterly, semi-annually, annually) and according to a pre-defined content matrix based on Complementa's own scorecard system.

Not only do Complementa's investment consultants/controllers examine those areas relevant to governance, but each one of them is also an unbiased sparring partner who can provide you with clear recommendations for actions to take and can accompany you along the whole decision making process in order to realize effective measures.

What makes Complementa’s investment controlling concept so convincing is the combination of professionally processed information and pro-active support.

Questions relating to governance are answered clearly and precisely

Reviews focus on such issues as securing pensions, adherence to investment strategy, investment organization at the level of consolidated assets, implementation of investment strategy and compliance.

The investment controlling reports are based on a scorecard system
which indicates the situation in the individual areas clearly at a glance.

Specific recommendations and alternative options available are provided in addition to this information.