Institutional Asset Management
in the Sal. Oppenheim Group

Absolute Return

The focal point of this portfolio management unit is the strategy of capital protection and appreciation, which enables investors to participate in a rising equity market as well as limiting potential losses in the value of the portfolio to a predetermined level.

The capital protection and appreciation strategy can be tailored to the specific requirements of each investor. There are a variety of structural options with a view to parameterisation of trading rules, structuring the equity and bond sub-portfolios and inclusion of active additional income. The capital protection and appreciation strategy can be implemented both within an individual portfolio or fund, and as part of an overlay management concept for multiple funds or mandates. The structured products include rebalancing strategies, quantitative bond and target fund portfolios, and tax-optimized money market funds.

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