Institutional Asset Management
in the Sal. Oppenheim Group

Strategic Alignment

Formulation of the investment strategy and continuity in the personnel structure are direct requirements for the success of our business. For each asset class, we precisely define what degree of active weightings against the agreed benchmark can be accepted at each decision-making level. All investment decisions are based on insight from quantitative or qualitative research: clearly defined and structured investment processes and exact realisation of all decisions are an essential factor in long-term, risk-controlled investment success.

Today we are one of the best addresses for the management of European bond funds with a focus on non-government securities. Moreover, we are a leading provider of capital protection and appreciation strategies (dynamic asset allocation concept) as well as actively managed quant products. This expertise is evidenced, for example, by the excellent ranking and rating positions of our mutual funds.