Every investor has their own approach to strategic asset allocation. Maintaining the ideal line and staying on track is a challenge in complex markets.

The Portfolio Management team has been expertly, professionally and successfully putting overlay mandates with a volume of 11 billion euros on the ideal line and keeping them on track since 2016 with an individual, modular and proven overlay approach.

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Source; Universal-Investment

Universal-Investment is the biggest independent investment company in the German-speaking world, and the market leader in the master KVG segment. The structure of the master KVG is predestined for multi-segment overlay management because the immediate availability facilitates a general overview of both the portfolio structure and the individual positions.

Let us work together to find your ideal line, and stay on track with overlay management. Let’s talk. – Contact