In our Asset Management division, we provide sound investment services to institutional clients and financial intermediaries. Customized and sophisticated portfolio management concepts are part of our services as well as efficient and secure administrative solutions. We speak extensively with each investor to assess individual objectives and risks.
Based on a shared vision of what is important, mandates evolve into business relationships based on trust. Long-lasting and sustainable concepts are created for investment funds and for incorporating customized sustainability components into the client portfolios. We design tailor-made investment solutions for individual client groups that meet their specific regulatory and economic requirements. For example, for corporate clients our pension management experts develop and accompany capital-backed retirement plan models in a Contractual Trust Arrangement (CTA) or a pension fund. Within our portfolio management, we concentrate on established equity, bond and multi-asset strategies. In addition, we offer capital preservation and absolute return strategies geared to risk-bearing capacity as well as fund-based investment solutions, and we help to establish a strategic real estate quota by investing in tailor-made real estate special funds.
Our administration services, e.g. Master KVG, the fund trading platform Metzler Fund Xchange and reporting, provide suitable structures and high process reliability also for highly complex contexts. It is our objective to deliver a balanced mix of standardized tools and customized services – in order to create sustainable value.