The core activity of PK Advisory AG is the independent consulting and support of institutional investors, in particular pension funds and foundation boards, in the areas of investment strategy, risk management, compliance and performance reporting. The company supports its clients in decision-making, monitoring of mandates and products, as well as cost control, and offers individual consulting and support by experienced experts.
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Investment strategies taking the ALM study into account, tailored investment solutions for pension funds, tactical measures to improve returns, selection of cost-efficient asset investments.
Risk management
Monitoring and anticipation of risks, proactive suggestions to minimise risk, disciplined control with a focus on avoiding losses rather than pure profit optimisation.
Selection of partners and products
Tendering of asset management mandates, cost-efficient selection of providers, summarising offers, analysis of new investment instruments and investment areas.
Compliance & regulatory requirements
Advisory on legal foundations, compliance with regulatory requirements, ensuring loyalty in all areas, and protection against unintended exposure and publicity.
Monitoring and control
Monitoring compliance with the investment regulations, controlling mandates by cost, strategy, credit quality and performance, as well as analysis and monitoring of investment products.
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