|Strategy||Tactical Asset Allocation||Communications|
|Design||Value proposition and investment solutions||Guidelines for the analysis and decision-making processes||Communication strategy, publications|
|Research||Long-term forecasts||Assessments of the economy and financial markets today and tomorrow||Presentations, workshops|
|Outsourcing||Client-specific investment strategies||Basis for tactical decisions, newly developed indicators||Tailored client communications|
Banking clients no longer accept standard investment solutions. They expect sophisticated ideas for investing their assets. For smaller banks it can be difficult and costly to acquire the necessary toolbox. WPuls can help. We have a team of experts who can work smoothly with your institution. We can help you design a robust investment process. With our support, you can offer first-class investment research at a low cost – not only for internal use but also for clients. This can be published in your name or, for added credibility, in a research partnership with WPuls.
|Design||Investment guidelines and governance, risk mitigation and management concepts
||Guidelines for the analysis and decision-making processes||Publications|
|Research||Long-term forecasts||Assessments of the current state of the economy and financial markets, tactical investment advisor||Presentations, workshops|
|Outsourcing||Client-specific investment strategies||Basis for tactical decisions, newly developed indicators||Tailored customer communications|
Investing over the next forty years in the same way it was done over the past forty years simply will not pay off. Interest rates cannot repeat the nominal declines of recent decades. Trend growth in developed economies is tending towards zero and the danger of inflation has increased sharply. We support pension funds in finding ways to meet their responsibilities despite these difficult conditions.
|Design||Risk mitigation and risk management concepts
||Guidelines for the analysis and decision-making processes||Communications strategy, publications|
|Research||Long-term forecasts||Current assessments of the economy and financial markets||Presentations, workshops|
|Outsourcing||Strategic and dynamic investment strategies||Basis for tactical investment decisions||Communication with initiator/customer/board of trustees|
A foundation’s underly purpose make it all the more important for them to know that their assets are in good hands. Since we are not asset managers ourselves, our advice is always independent and tailored to our clients’ needs. We draw on the services of a comprehensive research department. This makes us the ideal advisor for managers of foundation assets.