Specific Advisory Board
A specialist advisory board plays an important role in the preselection and analysis as part of the investment decision-making process. As a non-voting part of investment controlling and compliance, the advisory board can ensure compliance with investment limits and ensure that the investment aligns with values-based regulations. Investment controlling continuously monitors, analyzes, and documents investments. On the other hand, the compliance function not only checks the predefined investment limits but also ensures adherence to the values-based investment principles.
It is important to distinguish the advisory board from asset management and investment advisory as activities requiring authorization.
The advisory board supports the development and implementation of investment principles, contributing to a well-founded and expert decision-making process. Additionally, the advisory board ensures that the necessary expertise is integrated into the investment process.
The main functions of an advisory board are as follows:
- Advisory role without voting rights in the investment committee.
- Involvement in investment controlling (expertise).
- Formulation of specific values-based investment principles.
An advisory board offers numerous advantages, especially for values-based or specialized financial investments. It serves as an advisory body, assisting in the evaluation and selection of investment instruments that align with defined value criteria or specific investment objectives. Furthermore, an advisory board can provide valuable insights in risk assessment and the development of sustainable investment strategies. Ultimately, an advisory board contributes to increasing transparency, credibility, and the quality of investment decisions, providing added value to investors.
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