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.
Every overlay mandate is tailored to the investor's specific needs.
Modular overlay approach – only that which is necessary is secured.
There are a number of reasons for going off track. And there is a tried-and-tested way to keep on it. The following examples show what this can look like in practice:
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