Mission Statement

Our self-image

The mission statement of the German investment fund sector

As fiduciaries we have a duty to the investor.

When managing assets entrusted to us, we act exclusively in the interests of investors. We administer their rights independently. We welcome state supervision of this legal obligation as it sets us apart from other providers of investment products. Our funds are protected from insolvency because the fund assets are maintained separately. They are subject to independent control of the custodian bank which is also state-supervised.

We want sustained investment success.

Our success is the success of our investors. Crucial to this is not only a convincing return, but also risk diversification and liquidity. We take an investor-oriented approach to advice by clearly and comprehensively informing our customers about opportunities, risks and costs.

We create benefits for both the economy and society.

We offer both small and large investors equal access to all investment markets. By making investor funds available to companies and governments, we contribute to growth and employment. We provide appropriate solutions for funded retirement provisions. We promote financial expertise among investors.

Source: BVI Bundesverband Investment und Asset Management e. V.