Asset Management

Portfolio Management

The portfolio management of asset management brings together all results from the quantitative and qualitative analysis of the individual segments of the capital markets (general strategic asset allocation, shares, pensions, alternative yield concepts). Naturally, it also takes into account macroeconomic factors such as the economic climate, growth perspectives, inflation expectations and interest estimates. From this, in a second step, it generates a portfolio structure ideally suited to our customers’ individual preferences. Creating stable medium-term structures remains the goal, as this is where the main factors for sustainable success of portfolio strategies can be seen.

The individual positions are subject to ongoing controlling. Portfolio management also monitors the adherence to the investment and risk guidelines chosen by our customers. This happens with the aid of modern risk and portfolio construction programmes.

With responsibilities clearly allocated to customer and adviser, we can ensure that the individual preferences of our customers are taken into account.

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