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The Swiss based ECOFIN Group is a solution provider for banking and finance, retirement provisions, asset management for institutional investors and sophisticated private clients.
Her affiliate, ECOFIN Investment Consulting AG has been assisting large pension funds and other institutional clients in searches for external investment managers since 1992. Each year ECOFIN advises her customers on the allocation of substantial sums of money to investment managers in Switzerland and around the globe, offering a wide range of different asset classes and types of mandates.

The selection process
A key element of our well-established selection process is the initial screening of investment management firms and their products. For this purpose ECOFIN has created PMDB-Online, our online Portfolio Manager Data Base.

PMDB-Online allows investment managers to enter and update their information at their will, thereby taking over the responsibility for the content and the timeliness of the information.

The goals of PMDB-Online
PMDB-Online pursues the following goals:

  • To enable ECOFIN to create shortlists based on data that is up-to-date and accurate.
  • To enable investment managers to update information on their products, teams and the investment processes in shorter time intervals and at their will, especially when a manager search is imminently forthcoming.
  • To offer investment managers more ease at filing the information and submitting proposals, thereby reducing their cost substantially


© 2007-2014, ECOFIN Investment Consulting AG, Zurich