Portfolio assessment and improvement

ARIS GmbH helps investment funds and holding companies in planning and realizing short- and long-term improvements of their portfolio structures and their investment processes.

We consult and support our clients in analysis and valuation of existing investment positions with consistent models for quantitative company valuation.

Additionally we advise and accompany in devising and implementing a structured investment process for active equity selection. That encompasses developing and installing consistent models for fundamental company analysis (based on EVA and DCF methods) as well as implementing a set of unified key performance indicators for cutting-edge portfolio governance.