Who we are
LMM is an independent, owner-managed company that has specialized in investment controlling and reporting for a quarter of a century. As experienced financial experts with practical experience, we support our clients in safeguarding their interests throughout the entire asset management process.
What sets us apart
Our multi-bank-compatible software solution enables a consolidated presentation of assets on a transaction basis. This creates full transparency, a neutral valuation, and precise return calculation – independent, objective, and transparent. Furthermore, our solution allows for continuous monitoring of transactions and asset performance. Upon request, we also integrate non-bankable assets into our reporting. Our clients – especially sophisticated institutional investors – value the high flexibility in report design and our in-depth analytical expertise. As a completely independent partner, we act exclusively in our clients' best interests – free from obligations to third parties.
Our service modules:
Our analysis illuminates the achieved results from the perspective of your investment risk profile and investment objective, enabling a neutral assessment of your asset management. We analyze the return, risk, and costs of your investments and verify whether your portfolio is consistent with your investment risk profile and your investment objective. Using simulations, we demonstrate how investments might perform during market turbulence. Peer group and benchmark comparisons put the achieved results into perspective. We derive concrete recommendations from the results of our analysis.
A clearly defined investment strategy and its consistent implementation with a professional investment organization are essential for sustainably successful asset management. Equally essential are the regular review of your investment strategy and investment objective, as well as the adjustment of investment parameters to the capital market environment. We support you in formulating your investment objectives, your investment strategy, and in establishing an efficient investment organization. We provide objective decision-making bases for selecting suitable asset managers and advise on the design of contractual requirements.
and Control With our early warning system, we ensure that investments are managed professionally and in accordance with the mandate, and that client interests are always protected. Potential undesirable developments and any need for action are identified promptly. On behalf of our clients, we monitor the market and mandate compliance of each individual transaction (transaction control including audit trail). As part of risk mitigation, we monitor investment restrictions, diversification, and counterparty risks. We review the statements of custodian banks and asset managers, uncovering excessive expenses, fees, hidden costs, and incorrect price calculations. Analyzing the investment results achieved, monitoring the investment instruments used, and comparing them with other asset managers create transparency and highlight any potential for optimization.
in a dynamic capital market environment require meaningful, timely, and clear information. Our reports provide decision-makers with an overall picture and accurate information for efficient asset management. The Reporting module includes meaningful documentation with management-relevant information on the structure and development of assets. Uniformly prepared data enables a transparent comparison of asset managers' performance in terms of return, risk, and costs. The customized and informative reports serve as navigation tools for decision-makers and contain management-relevant information on the structure and development of your assets, as well as an assessment of the investment results achieved.
Thanks to the multi-bank-capable internal recording of all securities transactions, we can provide our clients with efficient and bank-independent input for their securities accounting and annual financial statements.
In the area of sustainability, our systems also allow the evaluation of assets according to ESG criteria and the disclosure of the carbon footprint.
Contact us
Would you like to know how your assets are really performing? We create comprehensible structures and insights – presented in an understandable way. Discover how we make complexity visible for you.
We look forward to hearing from you: www.lmm-ic.com
