Asset Liability Management
An excellent base for your investment policy
Asset Liability Management is a highly valuable tool to find the best combination of investment policy, extent of indexation and contribution structure of your pension fund. A worked-out example of your assets and pension liabilities in various scenarios will provide highly useful insights.
When compiling your strategic investment portfolio, an Asset Liability Management (ALM) study is a highly valuable tool. This involves calculations on your pension assets and your pension liabilities in various scenarios. This results in an optimal combination of investment policy, extent of indexation and premium structure for your pension fund.
An ALM study is primarily based on your preferences in risk and return. Together with the requirements of the Financial Assessment Framework (FTK) and all other data, we converge this into a single analysis. The calculation models applied are continually adjusted to the dynamics of the financial markets.