Mobiliar Asset Management

Data-driven portfolio management and reporting

Initial situation

Mobiliar invests in real estate both directly and indirectly, including through its own funds and third-party vehicles. Several portfolios are managed for different owners. The goal is to implement a consistent investment strategy, particularly in terms of quality and diversification.

This wide range of vehicles and investment mandates increases the requirements for analysis, comparability and control. The challenge lies in efficiently processing large volumes of data and making them comparable.

Goals

  • Consistent valuation of individual products across different vehicles
  • Efficient portfolio analysis and comparisons with benchmarks
  • Analysis of the expense and income structure to identify strengths and weaknesses
  • Visualization of exposure according to use, regions and location quality
  • Review of target achievement in the overall portfolio
  • Data-driven decision-making basis for portfolio changes

Cooperation

"Thanks to Alphaprop, we can concentrate on analysis in portfolio management instead of spending a lot of time laboriously collecting data. The tool makes our goals measurable and saves us considerable effort in visual data preparation and reporting."

Cédric Lang, Head of Indirect Real Estate
Mobiliar Asset Management

Solution

Indirect Real Estate Investments

Our comprehensive data portal contains all relevant data on real estate funds, investment foundations and listed real estate companies from the published annual reports - centrally bundled and smartly prepared.

Role Alphaprop

Alphaprop provides Mobiliar with the data portal for indirect real estate investments and takes care of updating and processing the data from the annual reports.

Further reference customers

Want to find out more? Contact us!

Address

Industriestrasse 24
6300 Zug
Switzerland

Your contact person

Marina Arnold

Learn more

Free demo version

Salutation
Introduction
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