Mats have a deep and longstanding experience from several projects within the fund management, investment, pensions and insurance sectors, both in the Nordics and internationally.
The below-listed projects are some of the more recent work and solutions we have brought to our clients in cooperation with our partners.
Some of the solutions and project
Set up of The Swedish Fund Selection Agency
The Partners of Secoria were the lead advisors to The Swedish Fund Selection Agency regarding the building, establishing and set up of organisation, structure and prepare for the procurement of ~100 Billion € fund management contracts in ~25 different categories and for over 150 fund managers.
European Insurance Group
In the light of internal and external changes for fund management, Secoria was appointed to review current status and propose actions and alternative routes for a leading fund manager in the within the group.
The Swedish Pension Agency
The Partners of Secoria were the lead advisors to the Swedish Pensions Agency in the restructuring of one of the largest fund platforms for defined contribution pensions. The platform is for more than 7 million members, with more than 100 fund managers and 600 funds.
The project was to consolidate, evaluate, and to set criteria, governance structure as well as set filtering
Global Investment Solutions Company
Local product and market support, as well as solutions development for globally leading Investments Group.
Swedish Ministry of Finance
Our partner Mats Langensjö was appointed by the Government to conduct a project inquiry and presented a proposal on behalf of the Swedish Ministry of Finance regarding the improvement and restructuring of The Seventh National AP - AP7, the ~100 Billion € DC Default Fund.
Mutual Life & Pension Insurance Company
The project was to develop and analyse different investment portfolios, product design and risk parameters for a nordic Pensions Insurance Company.
Pension Insurance Company
Develop the portfolio strategy for a Pension Insurance Group,
Pension Administrator/DC Plan Sponsor
A partner of Secoria made an assessment and analysed the quality of the criteria for selecting pension insurance company for an industry defined contribution fund platform
New strategy for domestic asset manager
.We helped a local asset management company to redefine and rebuild its investment management structure and established a new forward-looking strategy
Commercial Due Diligence
Supported several Private Equity driven acquisitions in the Financial Services, Asset Management and Insurance sectors.
Swedish Insurance and Asset Management Group
Review and assessment of strategic options for the internal asset management business
Strategic review and plan for pensions insurer
Set a strategic plan and road map for a pensions insurer within a Nordic Banking Group, including investment management and future distribution.