Challenges for professional investors have clearly increased:
Target yields are not achieved
Difficult portfolio clearance due to shareholder structures (indirect investments, pool funds)
Regarding structures and processes of fund, asset and property management
Potential divergence of interests (contractual agreements, incentive structures)
Indirect investments are to be re-positioned
Existing contract structures with defined maturities prevent an immediate adjustment
Vehicle analysis: levers for alignment and establishment of negotiation power towards investment managers
Project approach
Bundling of investor interests (e.g. in case of club-deals) for creation of a concerted investment strategy and the improvement of the strategic position
Flexible design of contract relations (intensive analysis of contract design and fulfilment for the benefit from uncertainties/degrees of freedom in the contracts
Evaluation of reporting key figures for improvement of transparency and steering efficiency
Remuneration-related steering (incentives)
Preparation of a concrete implementation/migration plan
Results
Dissolution of target conflicts, improvement of negotiation power and exploiting of spheres of action
Structured, condensed and timely controlling
(New) Incentives for investment managers
Creation of a blueprint target model of vehicle selection and contract design for enforcement of investor interests (subscription)
