Independent Investment Controls

Welcome to Northgate Law Group, where investment controlling takes center stage in enhancing the visibility, transparency, and credibility of asset management companies. We believe that thorough investment controlling practices are essential for achieving optimal performance and delivering value to our clients.

At Northgate Law Group, we offer comprehensive investment controlling services that help implement best practices in performance measurement and presentation. Our dedicated team specializes in providing independent performance analysis of asset management accounts and products, offering deep-level insights into the drivers of account returns and risks, both from an ex-post and ex-ante perspective.

We understand the importance of monitoring risk and return against designated benchmarks and objectives, capturing performance dispersion and ensuring ongoing performance review discussions are based on objective and less subjective information. Through our investment controlling expertise, we create transparency and comparability of asset management products and accounts, enabling clients to address performance issues promptly and make informed decisions.

Our investment controlling activities cover a wide range of areas, including performance attribution (return and risk), market index and benchmark comparisons, composite dispersion analysis, peer group analysis, performance figure calculations, running style analysis, and product reviews against client expectations and industry best practices. We also conduct in-depth reviews of asset management account setups, investment guidelines, transaction costs, management fees, and more.

Identifying actual and potential performance issues is a key aspect of our investment controlling approach. We highlight serious issues to senior management and propose remedial actions to address them. Additionally, our expertise extends to risk decomposition, risk budgeting, analyzing and identifying all steps of the investment process, reviewing investment guidelines and benchmarks, and ensuring appropriate risk levels and limits.

At Northgate Law Group, we believe in delivering aggregated performance reporting to senior management, providing them with comprehensive insights into the performance and effectiveness of their investment strategies.

By partnering with Northgate Law Group for your investment controlling needs, you can be confident that our expertise, attention to detail, and commitment to excellence will contribute to the success of your asset management endeavors. Let us help you navigate the complexities of investment controlling and unlock the full potential of your investment portfolios.