Mandates

In addition to our fund business, we manage individual mandates for institutional investors based on our expertise in fundamental equity analysis. These mandates are managed by our experienced portfolio managers and investment specialists.

A special highlight of our firm is the combination of our proprietary innovation analysis with fundamental equity analysis. This allows us to identify unique investment opportunities for our clients and to facilitate optimal portfolio construction.

To manage risk, we can also offer mandates with overlays. In this case, specific sustainability criteria are incorporated into the portfolio design, depending on the client's wishes. Here you can find more information on the consideration of environmental and social characteristics in asset management (link).

The mandates we manage are long-term oriented. Thus, the investment horizon is usually at least seven years.