Controlling Solutions

These days, it is not just about defining financial goals but rather about attaining them. Hence, investment controlling plays a key role in a sustainable success story. It monitors whether and to what degree the managed assets are meeting agreed goals. Investment controlling enables clients to closely rate their manager’s performance.

At yourSRI, we specialize in the observation and rigorous assessment of sustainable investment portfolios and impact investments. Our team has many years of experience and offers a consistent and long-term approach in this ever-changing market environment – taking into account that sustainability means more than just being sustainable.

Our services include monitoring and controlling of sustainable portfolios and impact investments. This means:

  • Continuous monitoring of investment processes
  • Preparation of monthly/quarterly reports for investors or management reviews
  • Support and organization of investment committee meetings
  • Realization of in-depth due diligence processes on behalf of the investor
  • Participation in investment committee meetings of foundation and pension funds

Investment Controlling

We offer in-depth monitoring and controlling of portfolios and investments according to best-practice methods and to ensure a constant rating of the manager’s performance.

Business Support Services

We support industry organizations and associations by providing dedicated business support services based on our industry know-how, track record and expertise.