Investment controlling
Too much “standard”. Too much redundancy among the various reporting sources (custodian; PM; controller). The status quo in the controlling area shows room for improvement. We have therefore designed our controlling infrastructure as a modular service concept: our clients only receive those reporting modules that they explicitly require and that specifically meet their information needs. In addition, we typically provide our clients with reports in paper form or via our online platform portofina, depending on their portofina