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Do you know the status of your investment controlling? Find out with the following check!

Answer the following questions. Simply click on your answers and then send us the check for online assessment. You will receive the results via e-mail in a few seconds.

1. Information flow
Information needs
Have you defined the crucial information?
Yes	No
Do you have the feeling that you are in possession of that crucial information?
Yes	No
Presentation
Is the crucial information presented in a coherent manner?
Yes	No
Do you work with a sound system of indices?
Yes	No
Reporting
Do you receive reports on a regular basis?
Yes	No
Does the reporting contain statements about yield?
Yes	No
Does the reporting contain statements about risks taken?
Yes	No
Is the reporting focused on the benchmark?
Yes	No
2. Financial situation
Basics
Do you know the technical fundamentals?
Yes	No
Do you know the "value drivers  that determine the future financial development?
Yes	No
Funding ratio
Do you know the current funding ratio for your staff pension scheme?
Yes	No
Technical interest rate
Do you know the technical interest rate for your staff pension scheme?
Yes	No
Ziele
Do you know the financial goals for your staff pension scheme?
Yes	No
Do you know the target yield for wealth management?
Yes	No
Development
Do you have an idea about how the financial situation of your staff pension scheme will develop over the coming years?
Yes	No
Do you know the premises for the underlying scenarios and for the scenarios themselves?
Yes	No
3. Investment strategy
Formulation
Have you defined the investment strategy?
Yes	No
Is the investment strategy available in written form?
Yes	No
Earnings perspectives
Do you know your investment strategy's earnings perspectives?
Yes	No
4. Implementation of the investment strategy
Criteria
Do you check to see whether Wealth Management achieves the desired earnings while staying within the risk parameters?
Yes	No
Comparisons
Do you make a comparison with other wealth managers?
Yes	No
Do you make a comparison with other staff pension schemes?
Yes	No
5. Risk management
Scenarios
Do you know the critical scenarios for the chosen investment strategy?
Yes	No
Do you know the risks of the chosen investment strategy?
Yes	No
Do you know the fluctuation margin for the chosen investment strategy?
Yes	No
Risk management
Does the investment strategy take into account the general conditions of risk tolerance?
Yes	No
Do you manage with key risk figures?
Yes	No
Has the Board of Trustees defined which risks may be taken?
Yes	No
Have you defined intervention levels?
Yes	No
Market risks
Do you know how your investment strategy reacts to changes in the interest rate?
Yes	No
Do you know the risks involved in your share investments?
Yes	No
Have you established sufficient fluctuation reserves for the risks related to share investments?
Yes	No
6. Compliance
Legal
Is compliance with legal provisions regarding investment monitored?
Yes	No
Investment guidelines
Is compliance with the Board of Trustees' investment guidelines monitored?
Yes	No
Mandate restrictions
Are the mandate restrictions monitored?
Yes	No
Monitoring concept
Do you have a monitoring concept? Do you know when and what is being monitored and which measuring parameters should be applied?
Yes	No

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