Advisory

Depending on the needs of our customers, we focus on holistic asset management and topics that are liability issue oriented as well as product specific solutions.

Asset Management

The development or adaptation of portfolio content (content management), together with revision of the portfolio construction through to repositioning is all part of our expertise. Our asset management platform in Dublin (UCITS III Management Company) and our rigorous investment process, combined with a solid 10-year track record, are components that represent the important cornerstones of problem solving for customers.
Large institutional clients have chosen us for the development and implementation of integrated asset management issues in the field of alternative investments.

Examples

Example 1: A holistic solution
 

An institutional client’s need for a scalable asset management solution for three separate internal units. These are to be covered through the use of different risk profiles of alternative investment strategies. Implementation of key elements in the regulatory framework, liquidity requirements, financial reporting and risk transparency as well as future increased discretion of the customer in the selected allocation strategy.

An institutional client wishes to skim attractive risk premiums on corporate debt, but does not have the core competencies in credit analysis and the assessment and management of individual positions. Using a multi-manager approach (pure credit officer) and a managed account solution, combined with a specified credit matrix, a new tailor-made product is created.

An institutional client requires a conceptual framework for the management of the property portfolio with an emphasis on direct investment. We are able to offer under one roof setting up the investment guidelines and the active, ongoing implementation of the management of the property portfolio.

An institutional client has investments in equity instruments with different resistant protection techniques (CPPI, bond plus call) and different issuers. Rescission of individual transactions, as well as repricing structures continue Emmittentenwechsel because of deteriorating credit quality were included in the analysis and subsequent implementation.