You decide which part of your assets and which management responsibilites you outsource to us. Together we conclude on the right approach. Specialized fund managers, the relevant investment strategies and the decision which custodian bank to use.
We are using all asset classes in oder to establish the optimal allocation within your portfolio. Through extensive scenario analyses we provide you with insight into the risks of the relevant portfolios. Research and experience prove that the diversification over asset classes is a determing factor for long term performance.
No single financial institution employs the best investment managers in all areas of the investments universe. Further, using in-house investement products and funds is not at all suitable in the context of objective and indepent asset management.
We manage risk both on portfolio level and on the level of the underlying investment funds we invest in.
- Investment objective and risk analysis
- Monotoring downside risk (ex-ante, before portfolio changes and ex-post) through dynamic risk management
- Specific restrictions are monitored within our portfolio management system
- Factor analyses, preventing unwarranted concentration
- Monitoring and managing of the tracking error
- Monitoring o.a. performance risk, style drift, active share, concentration, liquidity and leverage
- ESG review whether underlying investments are in compliance with defined criteria
We always focus on the long term. Such long term vision should always be linked to Responsible Investing, taking into perspective sustainability and society at large. For this purpose we developed a propriety investment policy, which is fully integrated into our investment strategies. Additional investment requirements or restrictions stipulated by our clients can also be included.
The way we operate is described in our Responsible Investment Policy.