Portfolio and asset management for a Swiss investment foundation
AREA provided the following services:
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Active development and implementation of portfolio and property strategies
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Development and implementation of efficient reporting and controlling instruments
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Reporting to the management and the board of trustees
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Management of the annual valuation process
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Reporting (quarterly and annual reports)
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Liquidity planning
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Preparation of portfolio budgets and multi-year investment plans
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Implementation of growth strategies for different portfolios (residential and commercial properties) and processing of purchases and sales
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Conducting feasibility studies for existing properties
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Initiation of development and construction projects including support during execution
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Development of innovative products (residential and commercial properties)
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Leading and supervising the property management
Your contact person at AREA
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