Portfolio Management – Overlay Management

Just as everyone has their own style of driving, every investor has their own investment strategy and their own strategic allocation of assets.

The Portfolio Management team has been expertly, professionally and successfully putting overlay mandates with a volume of 31 billion euros on the ideal line for 17 years with a tailored overlay approach that has proven itself in all market phases – be it as a pure FX Overlay or with the modular approach in the Risk and Return Overlay segment. In order to stabilise performance, Universal-Investment offers the comprehensive management of equity, interest, currency and spread risks, which it implements using derivatives in a separate overlay segment. As a master KVG, Universal-Investment retains a general overview, for example regarding the currency exposure in a master fund.

Source: Universal-Investment

Let us work together to find the right overlay strategy for you. We look forward to sharing ideas with you. – Contact