Your experts in opportunity-driven and risk-aware investment.
CLEAR. PRECISE. FUTURE-ORIENTED. INDEPENDENT.

About invalue

• Independent partner for smart risk reporting, investment controlling, and forward-looking investment consulting 
• Solutions aligned with your objectives – customized, transparent, and effective 
• Innovative analysis and simulation tools identify return and risk drivers as well as changes in attractiveness 
• Strong team of highly qualified professionals 
• Key figures: over 14 years of experience, >70 billion assets under consulting and controlling, >100 pension funds in our peer database, >50,000 products/solutions in the database

Our Values

Transparency & Accountability: We take full responsibility for our recommendations and results. Our analyses, assumptions, and conclusions are always traceable and communicated transparently.

Integrity & Independence: invalue is 100% partner- and is completely independent of asset managers and financial service providers. This ensures a clear separation between advisory services and our own financial interests. Our recommendations are solely aligned with our clients’ objectives.

Foresight & Loyalty: We see ourselves as a critical sparring partner who fosters sustainable and well-founded decisions. Our collaboration is long-term – we support our clients with continuity, reliability, and an opportunity-focused view of the future.

Our Services

Investment Strategy – ALM

• Innovative asset and liability model enabling scenario-based, dynamic simulations of the development of assets and liabilities 
• Visualization of the evolution of risk capacity and the key factors relevant for assessing the pension fund 
• Optimized investment strategy aligned with individual objectives as well as structural and financial risk capacity 
• Scientifically validated models for the ongoing monitoring of strategy parameters and the “right” entry/exit timing for asset classes

Investment Organization

• Implementation: In-depth analyses and decision frameworks for an efficient portfolio structure aimed at outperforming the strategic benchmark on a net basis
• Meaningful targets: Suitable benchmarks and metrics, rebalancing approaches, and category guidelines 
• Transparency & reporting: Selection of custodians and reporting entities

Manager and Fund Selection

• Support in selecting financial service providers 
• Specialist expertise across all asset classes 
• invalue approach (S-T-A-R) for assessing time-dependent opportunity and risk scenarios 
• Transparent due diligence based on comprehensive questionnaires and a robust utility analysis as a decision-making foundation 
• In-house and external databases with over 50,000 products

Investment Controlling and Risk Reporting

• Ongoing and periodic monitoring of investment activities across all levels (strategy, investment organization, total assets, asset classes, investment products and mandates, currency overlays, sustainability) 
• Systematic reporting and evaluation based on a broad data platform and a multidimensional assessment framework 
• Evaluation and analysis of tactical instruments as well as investment concepts for risk hedging and management 
• Early identification of risks, issues, and potential areas for improvement

Investment Consulting

• Contributing expert knowledge as independent consultants during meetings with decision-makers
• Acting as our clients’ representative, e.g., in contract negotiations or review meetings 
• Advising on specific questions and topics

ESG / Sustainability

• Support in the values- and objective-driven integration of sustainability 
• Careful selection and implementation of sustainable investments with market-aligned returns 
• Approach for systematic and comprehensive qualitative reporting (cf. ASIP) on the integration of sustainability

invalue pkcockpit (MIS for Pension Funds)

• Strategic decision-making tool with an integrated early warning function 
• Advisory-independent risk identification and interactive simulations 
• Integrated peer engine for transparency in performance and structural comparisons 
• ESG module for qualitative monitoring of your sustainability strategy across all asset classes

Education and Training

• Training committees to enable more informed, higher-quality decision-making
• Active participation of our partners and professionals in public continuing education programs 
• Transfer of expert knowledge to decision-makers 

We look forward to hearing from you!