Company profile, investment opportunity and asset management integration:
| Metric | Rating |
| Operational risks: | Below average |
| Expected growth: | Well above average |
| Long term value creation: | Positive |
| Positive competitive advantage: | Positive |
| Management excellence: | Positive |
| Financial strength: | Positive |
| Investment orientation: | Group « Global Strategies and Best-in-Class »: Swiss Premium, Value, GARP, All-Star, Emerging Market Exposure |