Portfolio and asset management for a Swiss investment foundation

Active portfolio and asset management of two investment products (residential and commercial) of an investment foundation

AREA provided the following services:

  • Active development and implementation of portfolio and property strategies

  • Development and implementation of efficient reporting and controlling instruments

  • Reporting to the management and the board of trustees

  • Management of the annual valuation process

  • Reporting (quarterly and annual reports)

  • Liquidity planning

  • Preparation of portfolio budgets and multi-year investment plans

  • Implementation of growth strategies for different portfolios (residential and commercial properties) and processing of purchases and sales

  • Conducting feasibility studies for existing properties

  • Initiation of development and construction projects including support during execution

  • Development of innovative products (residential and commercial properties)

  • Leading and supervising the property management

Your contact person at AREA