Papers & methodology
Download the detailed paper for your audience. Including mandate structure, cost justification, methodology and governance information. Documents are intended solely for professional and institutional investors.
Audience-specific papers
Each paper sets out the mandate structure, CPI+ target, cost justification and governance information relevant to your organisation.
Pension funds paper
CPI+ mandate, WTP positioning, portfolio with integrated inflation objective, Mean-CVaR methodology, CVaR as guideline, institutional governance and reporting.
Download paperFamily Offices paper
Real return mandate, segregated account, spending rule modelling, tax optimisation, cost comparison and peer fee benchmark.
Download paperANBI's & Foundations paper
Preserving purchasing power, spending justification, ANBI rules compliance, scale-specific mandates and fee structure.
Download paperBackground documents
Mean-CVaR & Weighted Risk Metric
Explanation of the portfolio construction methodology. Conditional Value at Risk, WRM optimisation and translation into strategic asset allocation.
Spending rule justification
How the spending rate is supported with statistical scenario analysis, percentile bands and return projections. Relevant for ANBI's and family offices.
Inflation analysis 2022–2026
The four structural forces behind higher inflation: government debt, energy, defence and monetary accommodation. Including historical parallels.
The documents above are intended solely for professional and institutional investors within the meaning of the Dutch Financial Supervision Act (Wft) and AIFMD. They do not constitute an offer, investment recommendation or advice. All return figures, scenarios and cost savings are model-based expected outcomes. CPI+ is a target, not a guarantee. WorldView Investment Management is registered with the Czech National Bank and the Dutch AFM but is not under their supervision.
Questions about the documentation?
Contact us for a personal briefing.