Scope Advisory

The service range offered by Scope Advisory relies on the expertise of Scope Analysis and mainly supports institutional investors in the analysis, management and monitoring of their investment portfolios.

Over the last couple of years, portfolio management complexity has increased enormously. Never before have there been so many investment options. For investors, the increased volatility of the markets translates into tremendous opportunities, but also risks.

Scope Advisory supports portfolio managers in mastering the challenges of today. Professional advisors assist with your management processes, covering the entire range from the selection of the most appropriate service providers and investments to the risk management of the portfolios as such. Scope supports you in optimising your performance whilst systematically mitigating risk. The independent, thoroughly founded second opinion provided by Scope backs your portfolio-related decisions.

In addition, the advisory unit of Scope Group offers professional support to institutional investors in the structuring of their investment products. Many years of experience in the analysis of the most important asset structures, i.e. funds, bonds and derivatives, enable us to identify the right structure for the refinancing of defined assets and to assess the likelihood of success for a given placement.