Portfolio Analysis

Ficope offers different types of portfolio analysis on either ongoing basis or adhoc.

Attribution analysis. We carry out attribution analysis on interest and equity portfolios.

Return targets and risk mandate. Ficope offers to make a second opinion on return targets and risk mandates for various funds, portfolios or sub-portfolios. For example, we make an assessment of whether the return targets are reasonable in relation to the level of risk. We are also happy to come up with proposals for the management on how to set the risk mandate to steer the management in a certain direction.

Overall performance reporting. Ficope offers ongoing performance reporting. The reporting can be adapted to the customer’s size and needs.

OUR OTHER SERVICES

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Sustainability Reporting

Ficope offers certified consultants within sustainability that can assist your c...

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Performance Attribution

Ficope is offering Performance Attribution “As a service”, a tailor made reporti...

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Consultancy Services within Asset Management

Ficope consultants can be used as an extra resource in the day-to-day operations...

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Outsourced System Management

Ficope offers complete responsibility of the system management of SimCorp Dimens...

GET IN TOUCH WITH US TODAY

Please contact us if you would like to know more about the company and/or our consultants. We are happy to receive all type of questions or inquiries.