publié le vendredi 01 mars 2013
Special Report Europe’s Pension Consultants
Article paru dans le magazine Investment & Pensions Europe IPE MAGAZINE
IPE put some questions to pension consultants and fiduciary managers across Europe. Here is a selection of their views.
(..) Olivier Ferrari, CEO, CONINCO, Switzerland. A strategic investment commission categorises the collective investments that we recommend. An invest¬ment committee defines the market prospects for each asset class invested by clients. A management commission reviews all clients’ portfolios to ensure conformity with directives and allocations and a collective invest¬ment commission ensures compliance with the investments guidelines. The executive commit¬tee, which meets once a month, makes the final decisions regarding the rebalancing strategy. An asset/liability modelling (ALM) study defines a tailored strategic allocation for each client.(…)
Mars 2013
(..) Olivier Ferrari, CEO, CONINCO, Switzerland. A strategic investment commission categorises the collective investments that we recommend. An invest¬ment committee defines the market prospects for each asset class invested by clients. A management commission reviews all clients’ portfolios to ensure conformity with directives and allocations and a collective invest¬ment commission ensures compliance with the investments guidelines. The executive commit¬tee, which meets once a month, makes the final decisions regarding the rebalancing strategy. An asset/liability modelling (ALM) study defines a tailored strategic allocation for each client.(…)
Mars 2013