Contact Institutional Clients
Name
Function
Phone
Contact Wholesale Clients
Name
Function
Phone
Company at a glance
xyz
Market position and target clients
xyz
Investment philosophy in general
xyz
Investment Strategies
Equity Strategies
| sub-category |
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|---|---|
| Euroland / Europe |
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| USA |
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| Japan |
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| Global |
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| Asien ex Japan |
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| Latin America |
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| Afrika |
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| Emerging Markets (global) |
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| Themes / Sectors |
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| Market-Cap (Large-, Mid-, Small-Cap) |
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| Active |
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| Passive |
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| ETF |
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| Other |
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Short description of your competence and USPs in managing equities
xyz
Fixed Income Strategies
| sub-category |
|
|---|---|
| Govies |
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| Covered Bonds |
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| Corporate Bonds IG |
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| High Yield Corporate Bonds |
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| Emerging Markets |
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| Subordinated Bonds |
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| ABS |
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| Inflationlinked Bonds |
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| Municipals |
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| Global Unconstrained |
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| Active |
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| Passive |
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| ETF |
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| Other |
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Short describtion of your competence and USPs in managing fixed income
xyz
Money Market Strategies
| sub-category |
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|---|---|
| EUR |
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| USD |
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| GBP |
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| CHF |
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| JPY |
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| Other |
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Short description of your competence and USPs in managing money market strategies
xyz
Convertible Bonds Strategies
| sub-category |
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|---|---|
| Europe |
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| USA |
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| Emerging Markets |
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| Global |
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Short describtion of your competence and USPs in managing convertible bonds
xyz
Multi Asset Strategies
| sub-category |
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|---|---|
| Benchmark oriented |
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| Absolute Return |
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| without capital preservation |
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| incl. captal preservation |
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| incl. alternatives |
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| excl. alternatives |
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Short description of your competence and USPs in managing multi asset strategies
xyz
Real Estate Strategies
| sub-category |
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|---|---|
| Residential |
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| Office |
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| Retail |
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| Industrial and Logistics |
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| Hotel |
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| Health Care (Hospitals etc.) |
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| Mixed |
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| REITS |
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| Other |
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Short describtion of your competence and USPs in managing real estate
xyz
Infrastructure Strategies
| sub-category |
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|---|---|
| Transport |
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| Energy |
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| Communication |
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| Supply (water etc.) |
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|
Social infrastructure |
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| Listed Infrastructure |
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| Other |
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Short describtion of your competence and USPs in managing infrastructure
xyz
Loans / Private Debt Strategies
| sub-category |
|
|---|---|
| Senior Loans |
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| Leveraged Loans |
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| Secured |
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| Unsecured |
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| Infrastructure |
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| Commercial Real Estate |
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| Residential Real Estate |
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| Corporate Loans |
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| Direct Lending |
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| Other |
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Short describtion of your competence and USPs in managing loans
xyz
Private Equity Strategies
| sub-category |
|
|---|---|
| Venture Capital |
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| Mezzanine |
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| Buyout |
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| Special Situation |
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| Listed Private Equity |
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| Other |
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Short describtion of your competence and USPs in managing private equity
xyz
Commodity Strategies
| sub-category |
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|---|---|
| Global (active) |
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| Global (passive) |
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Preciuos Metals |
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| Industrial Metals |
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Without Soft Commodities |
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| ETFs |
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| Other |
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Short describtion of your competence and USPs in managing commodities
xyz
Absolute Return Strategies
| sub-category |
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|---|---|
| Equities long/short |
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| Equities market neutral |
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| Fixed Income |
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| Credit |
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| Convertibles |
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| Commodities |
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| Volatility |
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| Multi Strategy |
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| Multi Asset |
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| Other |
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Short describtion of your competence and USPs in managing absolute return strategies
xyz
Emerging Market Strategies
| sub-category |
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|---|---|
| Equities |
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| Fixed Income - Govies |
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| Fixed Income - Corporate Bonds |
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| Fixed Income - Hard Currency |
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| Fixed Income - Local Currency |
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| Fixed Income - unconstrained |
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| Convertibles |
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| Mixed - Equities + Bonds |
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| Other |
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Please describe your compenetnce and your USPs in managing Emerging Market strategies
xyz
Factor Investing Strategies
| unterkategorie |
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|---|---|
| Equities |
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| Fixed Income |
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| Multi Asset |
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| Other |
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Short describtion of your competence and USPs in managing factor investing strategies
xyz
ETF Strategies
| unterkategorie / ausprägung |
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|---|---|
| Equities |
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| Fixed Income |
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| Money Market |
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| Commodities |
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| Other |
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Physically replicated |
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Synthetically replicated |
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Short description of your competence and USPs regarding your ETF offering
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Other (incl. Hedge Funds) Strategies
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Sustainability - ESG
ESG PHILOSOPHY
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ORGANISATION
| Category |
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|---|---|
| ESG-Officer |
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| UN PRI |
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| ESG-Company Report |
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| ESG (Company) Rating |
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Investmentstrategies
| Asset Classes |
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|---|---|
| Equities |
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| Fixed Income |
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| Convertible Bonds |
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| Real Estate |
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| Multi Asset |
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| Others |
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Short describtion of your ESG-competences
xyz
ESG-Methods
| Methods |
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|---|---|
| ESG Intergration |
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| Best in Class |
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| Exclusion Criteria |
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| Positiv Screening |
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| Impact Investing |
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| Engagement / Active Ownership |
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| Minimum |
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| ESG Reporting |
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