Due to increasing complexity, uncertainty and regulation, the need for institutional consulting solutions is growing. Take advantage of our individually tailored, holistic, capital market and practice-oriented consulting services. With our many years of expertise in the area of Investment & Risk Management Solutions, we can support you in one or more of our key areas, and we are happy to provide interdisciplinary support. In addition to the development of tailor-made investment solutions, their implementation, monitoring and reporting, we also organise workshops on various topics. Start a long-term, growing partnership with us.
For more than 20 years we have been advising our clients on the Strategic Asset Allocation (SAA) of their assets. We analyse your current situation and optimise the distribution of asset classes to create a robust and, above all, efficient portfolio, taking into account your individual risk/return requirements and, where applicable, regulatory requirements. We use the most advanced analysis methods, taking into account realistic assumptions of the underlying distribution functions and subjecting each input parameter to a critical evaluation.
Risk Management Consulting
Berenberg has many years of in-depth risk management expertise. We advise you on the type and scope of implementation and analyse which hedging strategy best suits your individual situation. Our consulting competencies range from the systematic management of currency, beta, duration and credit risks to capital preservation and tail risk hedging strategies. Either in the form of an overlay or strategy-inherent.
The market for sustainable investments is growing steadily and the demand for professional ESG consulting services has increased enormously. Our institutional investors are facing the following challenges:
- The definition of their personal understanding of sustainability and the transformation into their own ESG policy
- Harmonization of financial investment goals with the ESG policy and the definition of corroborating investment guidelines
- The selection of suitable ESG investment strategies and investment instruments
- The implementation of a holistic ESG investment reporting and access to relevant ESG service providers
- The consideration of regulatory requirements
As part of our dedicated ESG consulting, we provide individual advice on the questions that are central to your business and provide answers - in a personal exchange as well as in the form of comprehensive workshops.
Berenberg has outstanding expertise in selected investment segments. For investment themes outside of our product range, our professional manager selection process will assist you with advice. In addition, we support you in launching special funds and the associated legal challenges, as well as in selecting the capital management company and custodian suitable for you.