ABC Advisory - your true independent investment partner

From Complicity to Simplicity

We do not sale any investment products and we do not cooperate with banks, investment houses or any other providers of investment services - we are your true independent partner when you need help to review your investments.

Based on your investment environment, we offer a 365 degree evaluation of your investments, including analyses and recommendations regarding:

Portfolio Risk & Risk Contribution

-          Has the portfolio met its risk budget (Contractual wise and risk wise)?

-          How is the risk contributed across asset classes?

Is the actual portfolio risk as expected?

Benchmark Assessment

-          Is the contractual benchmark appropriate?

-          Help to setting up an appropriate benchmark for performance analysis

Investment Strategy

-          Any conflict with the actual observed risk taking?

-          Is the actual observed performance linked to the announced strategy?

Need for altering your investment contract or searching for a new investment manager - we always give you a clear, documented and understandable recommendation.

Please do not hesitate to contact us for further information or discussion on how we can help you with your investment review.