Outsourced Asset Management

To summarise: A well-structured and transparent service

A considerable number of external service providers are involved in the capital investments of regulated institutional investors. Besides internal investment teams, a number of external portfolio managers are regularly involved, in particular, when investing in private market strategies. Numerous people from different organisations are involved, interfaces are highly complex and the amount of data to be managed is immense. On the contrary, however, for the investor, internal human and technical resources are regularly limited.

Outsourced Asset Management
Our Service Summarised

The entire investment process, under one roof

01

Consulting

Strategic asset allocation advice tailored to regulatory requirements and individual investment objectives.

02

Manager Selection & Monitoring

Structured selection and continuous monitoring of external portfolio managers across all involved strategies.

03

Return & Liquidity Management

Quota management and income planning with a clear view on returns, liquidity and risk.

04

Planning

Transparent planning across the entire investment process — from strategy to reporting.

The Best of All

We are in the same boat as our clients.

Our main shareholder, the Frankfurter Leben-Gruppe (FLG), is invested in all of our active investment strategies with policyholders money. Being an integral part of the Frankfurter Leben-Gruppe (FLG), we care just as much about our client’s capital as we do about our own.

It is possible to invest in existing structures and therefore benefit from regular income from day one.

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