{"id":6677,"date":"2020-08-26T21:59:59","date_gmt":"2020-08-26T19:59:59","guid":{"rendered":"https:\/\/www.lurse.de\/expertise\/consulting\/pensions\/investment-consulting\/"},"modified":"2020-12-09T21:07:33","modified_gmt":"2020-12-09T20:07:33","slug":"investment-consulting","status":"publish","type":"page","link":"https:\/\/www.lurse.de\/en\/expertise\/pensions\/investment-consulting\/","title":{"rendered":"Investment consulting"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row parallax_style=&#8221;none&#8221; parallax_scroll_effect=&#8221;fixed&#8221; el_class=&#8221;margin-bottom-100&#8243;][vc_column width=&#8221;2\/3&#8243;][vc_custom_heading text=&#8221;Investment Consulting&#8221; font_container=&#8221;tag:h1|text_align:left&#8221; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<h3>Investment guidelines<\/h3>\n<p>Our investment experts develop individual investment guidelines specifically aimed at institutional customers of company pension schemes and CTAs. The investment guidelines are documented in writing and serve as codes of practice for targeted, structured, and comprehensive investment decisions. Key elements of the investment guidelines are investment targets, legal and company-specific restrictions, maximum and minimum investment limits, responsibilities, and reporting. The investment targets are formulated in an obligatory style and with reference to the application of quantitative financial mathematics methods, including asset liability modeling.<\/p>\n<p>&nbsp;<\/p>\n<h3>Target-oriented investment strategies<\/h3>\n<p>Lurse offers consulting for the development and selection of target-oriented investment strategies for institutional investors of company pension schemes and CTAs. Taking your investment guidelines into account, we develop a liability-driven investment strategy (LDI). We consider LDIs not to be just an immunization strategy, but rather an optimization measure for the chance-risk-ratio regarding a liability-driven investment target. This results in a strategic asset allocation to investment categories such as shares, bonds, real estate, private equity and raw materials.<\/p>\n<p>Additionally, Lurse advises on the hedging of market risks such as exchange rate, interest, and currency fluctuations, with the overlay management, and the optimization of management fees for capital investments.<\/p>\n<p>&nbsp;<\/p>\n<h3>Investment controlling and reporting<\/h3>\n<p>In the area of investment controlling, Lurse offers the independent control of investment activities of banks and asset management associations. We aim to indicate potential deviations of investment results and investment strategies of specified investment targets and to develop and recommend suitable improvement measures. Furthermore, our offer includes the preparation of monthly statements of account for the supervisory bodies.<\/p>\n<p>&nbsp;<\/p>\n<h3>Our range of services for investment consulting<\/h3>\n<ul>\n<li>Development of investment guidelines\n<ul>\n<li>Risk tolerance and investment targets<\/li>\n<li>Application of finance mathematical methods including<br \/>\nasset liability modeling<\/li>\n<\/ul>\n<\/li>\n<li>Development and selection of target-oriented and efficient investment strategies including\n<ul>\n<li>Strategic asset allocation<\/li>\n<li>Overlay management<\/li>\n<li>Fee optimization<\/li>\n<\/ul>\n<\/li>\n<li>Investment controlling<\/li>\n<li>Investment reporting<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243; el_class=&#8221;margin-top-60&#8243;][\/vc_column][\/vc_row][vc_row][vc_column]            <div class=\"wolverine-heading style2 dark text-left \" >\r\n                                    <h2>Your contact<\/h2>\r\n                                <\/div>\r\n            [vc_row_inner][vc_column_inner width=&#8221;1\/3&#8243;]\t\t\t\t<div class=\"wolverine-ourteam style1 \" >\r\n\t\t\t\t\t<div class=\"row\">\r\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-lg-12 col-md-12 col-sm-12  col-xs-12\">\r\n\t\t\t\t\t\t\t\t\t<div class=\"ourteam-item margin-bottom-40\">\r\n\t\t\t\t\t\t\t\t\t\t<div class=\"ourteam-avatar\">\r\n\t\t\t\t\t\t\t\t<img decoding=\"async\" class=\"\" src=\"https:\/\/www.lurse.de\/wp-content\/uploads\/2020\/03\/Horst_Raphael_oK_Lurse_1000x1000-370x400.jpg\" width=\"370\" height=\"400\" alt=\"Horst_Raphael_oK_Lurse_1000x1000\" title=\"Horst_Raphael_oK_Lurse_1000x1000\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t<ul class=\"ourteam-social\">\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/ul>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<div class=\"ourteam-info\">\r\n\t\t\t\t\t\t\t\t\t\t\t<h4 class=\"h3 _ourteam-name\">Raphael Horst<\/h4>\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"ourteam-email\"><a href=\"m&#97;&#x69;&#x6c;&#x74;o&#58;&#114;&#x61;&#x70;h&#97;&#101;&#x6c;&#x2e;ho&#114;&#x73;&#x74;&#x40;l&#117;&#x72;&#x73;&#x65;&#46;&#100;&#101;\">ra&#112;&#104;&#97;&#101;&#x6c;&#x2e;&#x68;&#x6f;&#x72;st&#64;&#108;&#117;&#114;&#x73;&#x65;&#x2e;&#x64;&#x65;<\/a><\/p>\t\t\t\t\t\t\t\t\t\t\t<p class=\"ourteam-phone\"><a href=\"tel:+49 211 54236-123\">+49 211 54236-123<\/a><\/p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row parallax_style=&#8221;none&#8221; parallax_scroll_effect=&#8221;fixed&#8221; el_class=&#8221;margin-bottom-100&#8243;][vc_column width=&#8221;2\/3&#8243;][vc_custom_heading text=&#8221;Investment Consulting&#8221; font_container=&#8221;tag:h1|text_align:left&#8221; use_theme_fonts=&#8221;yes&#8221;][vc_column_text] Investment guidelines Our investment experts develop individual investment guidelines specifically aimed at institutional customers of company pension schemes and CTAs. The [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6144,"parent":2009,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-6677","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment consulting - Lurse<\/title>\n<meta name=\"description\" content=\"Benefit from our experience in the development of individual investment directives and target-oriented investment strategies, as well as independent investment controlling.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.lurse.de\/en\/expertise\/pensions\/investment-consulting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment consulting - 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