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The more efficient our risk management, the better you can sleep

Our management is guaranteed not to take any risks in risk management. And neither should you when it comes to your investment.

Market scenarios change, as do investor needs – but the security of your investment is always at the top of the agenda. Forward-looking and transparent risk management is always one of the key components of a sustainable and successful fund concept.

As part of ongoing fund and risk control, modern risk management assumes a control function as an independent body – entrusted with monitoring investment guidelines and investment limits under the Investment Funds Act, fund policies, and other regulations. Additional responsibilities of independent risk management include the pre-trade limit check before posting to the fund, liquidity risk management, and the preparation of meaningful risk reports.

The review of the fund mandates is carried out on an ongoing basis. This process is supported by the fact that all legal and investor-specific guidelines are electronically stored in the core banking system. This enables any violations to be identified immediately and appropriate measures to be taken. This controlling is largely system-supported at all defined levels. The review process may, for example, start with the main fund and then delve into the various segment funds and even individual securities.