Institutional Asset Management
in the Sal. Oppenheim Group

Financials

Under this term we subsume the insurance industry as well as private banks, savings banks, cooperative banks and public development banks.

Through its traditionally close connections with the insurance industry (Colonia Feuer-Versicherung founded in 1839), Sal. Oppenheim has long-standing, top-class expertise in this area. Our specialists develop solutions that achieve the right balance between required return and measurable risk. Naturally, this includes a broad spectrum of reserve fund-eligible investment products. Special investment concepts make it possible to agree on a lower value limit to minimise the depreciation risk.

We offer our clients in the banks, savings banks and cooperatives sector an equally broad range of services, both for client business and own business. Our strengths in this area are also our independence and experience. Particularly in client business, we have many years of experience in managing mutual, partner and private label funds. In retail business, we manage fund products under clients' own trademarks. Furthermore, we offer select partners the option of combining and rounding off their offering of investment products with the entire product range of our mutual funds. For information on our mutual funds, go to www.oppenheim-fonds.de.

In the area of own business, we provide advice on strategic asset allocation and assume management of institutional funds and asset management mandates. In equities management, we believe that our expertise lies in risk-controlled investment concepts and in yield oriented investment concepts for the bonds area.

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