References


Some of SecValeur’s clients and projects

Stichting Pensioenfonds Wolters Kluwer
  • Selection and implementation custodian/investment administrator

Stichting bedrijfstakpensioenfonds Zoetwaren:
  • Coordination/intermediation/escalation different external parties around year end activities
  • SLA negotiation

Een bedrijfstakpensioenfonds:
  • Selection and implementation custodian/investment administrator

Stichting Unilever Pensioenfonds Progress
  • Optimisation Securities Lending revenues (also for Univest international equity pools) / organization of auctions / search for 3rd party provider
  • Implementation of Corporate Governance Policy
  • Custodian Review project
  • Analysis on the right of ownership of securities and collateral portfolios in (sub)custody (in cooperation with a law firm)

A company pensionfund
  • Evaluation of the custodian relationship (including Securities Lending and Performance/Risk reporting
  • Analysis of Collateral Management structure and Counterparty risk around OTC derivatives
  • Design of monitoring/reporting structure

Stichting Pensioenfonds Randstad
  • Analysis of custodian role in new fiduciary management construction (in cooperation with Avida International)
  • Asset Safety analysis / risk analysis mutual funds
  • Renegotiation of custodian contracts/SLA’s

Stichting Bedrijfstakpensioenfonds Zorgverzekeraars
  • Evaluation custodian activities in connection with new Fiduciary management structure (in cooperation with Avida International)
  • Renegotiation Service Level Agreement and fees custodian

Stichting Pensioenfonds voor de Architectenbureaus / Stichting Bedrijfstakpensioenfonds voor de Beveiligingsbeambten
  • Selection and implementation of independent administrator
  • Selection of transition custodian
  • coordination and projectmanagement during Transition from several asset managers to one Fiducionary Manager.
  • Two company pension funds Quick scan of governance / monitoring structure of the set up between Investment Committee - custodian – asset managers

Stichting Pensioenfonds TNO
  • Evaluation of Securities Lending arrangement with custodian, quick scan of alternatives
  • Quick scan of governance / monitoring structure of the set up between Investment Committee - custodian – asset managers (in cooperation with Avida International)

A company pension fund
  • Assist in comprehension and solution of Securities Lending issue with custodian
  • Set up of monitoring structure
  • Analysis of right of ownership of securities in custody

Delta Lloyd Bank
Selection and implementation of broker/custodian

Lombard Odier Darier Hentsch (Amsterdam)
(review role in) Selection Outsourcingspartner Fund Accounting

Blue Sky Group
Interim head of Commercial Affairs Blue Sky Group

Some reactions of clients in project evaluations

“SecValeur more than realized our expectations”
“pleasant and constructive cooperation”
“very customer friendly”
“factually well grounded”
“informs quickly and to-the-point”
“appropriate and objective advice”
“balanced and responsible person”
“accurate”
“knows how to reach results with soft but compelling hand”