Portfolio management

Portfolio management manages internal investment mandates in a sustainable and cost-conscious manner, advising on the economic vision and tactical asset allocation in conjunction with fiduciary advice and fiduciary management. In this way, policy proposals are tested not only for strategic added value but also for feasibility.

Within portfolio management, the treasury role is also fulfilled and liquidity management is carried out. The choice for internal execution of portfolio management involves a continuous balancing act between cost, manageability and customization, with sustainability aspects forming an integral part of this balancing act.

For the internal execution of portfolio management, the policies and frameworks set by the board are the starting point. Our results are reviewed by an external auditor via GIPS© verification, while our core processes are reviewed within the scope of annual ISAE Type II assurance reporting.