Despite academic consensus pointing to the importance of a focus on the strategic framework, a lack of knowledge, time and resources often leads to strategically important questions not being prioritized.
How should the portfolio be allocated based on your needs? To what segments/asset classes should you direct a bigger proportion of your fee budget? How is the portfolio expected to behave in different market conditions? We have the knowledge, tools & resources to help you make facts based decisions as well as free up time for strategic decision making.
MONITORING AND ANALYSIS
Regularly evaluating the portfolio is central to following up on strategy and it´s implementation. Where and how are returns generated, how well are managers performing and is the portfolio managed in accordance with stated guidelines. Reviewing costs, direct and indirect, is an important part of COIN:s evaluation process.
We are of the opinion that a well-constructed and diversified portfolio helps significantly raise risk-adjusted returns. We are experienced in alternative asset classes. Based on a detailed analysis of your financial- and organizational needs we will help provide you with a portfolio based on your particular needs.
SIMULATION OCH SCENARIO ANALYSIS
A good understanding of expected portfolio behavior under different market conditions is a prerequisite to good decision making. Portfolio sensitivity to changes in interest rates, stock market corrections or reduced liquidity. What characteristics should an alternative strategy contain?
ASSET & LIABILITY MANAGEMENT
Portfolio management has to be based on the underlying commitment of the portfolio. The commitment that is to be met by portfolio returns varies between asset owners, for example, pension funds, endowments and municipalities are all likely to have different commitments. A good understanding of the commitment, both at present but also likely future progression, should always be the basis for developing the strategic framework of the portfolio.