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Investment controlling plays a crucial role in evaluating the investment process and taking corrective actions before it becomes too expensive. Tierra Family Office acts as an investment controlling partner for its clients, providing regular reports on recommended courses of action. The company conducts various activities such as monitoring asset management quality, analyzing asset performance, identifying deviations from set goals, recommending remedies, assessing category contributions, reviewing transition costs, and highlighting variances. All these factors together help formulate effective management decisions.
Evaluate the investment process by analyzing the quality of asset management, monitoring asset performance, and comparing actual results against set benchmarks.
Use early detection methods to identify any deviations from desired outcomes and implement timely corrective measures.
Create comprehensive reports on activities conducted every quarter or semester, including analysis of overall portfolio effectiveness, performance evaluation across different asset categories, assessment of asset manager performance, scrutiny of transition and asset management costs, identification of discrepancies between actual and predicted outcomes, and suggestions for improvement.
