Investment Consulting
Portfolio construction constructing portfolios according to the investment policy statement, optimization, cost trimming, yield and risk enhancement
Idea generation Introducing relevant and attractive investment alternatives given an investment policy statement
Asset pricing Company and asset valuation)
Risk Management (identifying risk and managing investment risks
ESG and sustainable investments making use of the ESG criteria, developing and implementing strategies
Compliance advice developing compliance criteria and efficient compliance processes
Finding the right partners, structures and agreements investment professionals for the different tasks, service providers with efficient solutions, efficient technical solutions where possible, legal frameworks and structures where necessary
Family Office Consulting and Services
In the past EP has successfully consulted and organized the setup of a number of hedgefunds, mutual funds, insurance products, family office and private wealth structures. EP has offered a variety of services regarding the operational organization of such structures and advised on distribution and sale related issues of such financial products, While EP does not hold any investment related management or advisory licenses itself, we work closely with large institutional partners as well as with specialized boutiques across the globe.
Please do not hesitate to contact us for references.