Asset Management

Structured Products

This portfolio management unit’s priority is a guaranteed value and appreciation strategy which on the one hand allows the investor participation in a rising stock market and on the other hand limits possible losses in the portfolio to a previously agreed level.

The guaranteed value/appreciation strategy can be tailored to the particular requirements of an investor. There are various possibilities regarding the parameterisation of trade regulation, the structuring of equity and bond modules in portfolios and the inclusion of active supplementary earnings. The guaranteed value/appreciation strategy can be implemented within a particular portfolio or fund or also as part of an overlay management over several funds or mandates. Among the structured products there are also our rebalancing strategies, quantitative bond and fund-of-funds portfolios, and tax-efficient money market funds.