Strategic Asset Management „ARVEST Tailored“

Our investment strategy ARVEST Tailored does not presume any particular investment horizon. This investment strategy uses an individually determined, strategic asset allocation in the asset classes favored by you and based on your risk profile. You get a tailor-made investment strategy to pursue your financial goals.

Investment Strategy

The basis of the strategic investment strategy “ARVEST Tailored” is a strategic asset allocation and a broad diversification of your portfolio. Based on your risk profile, your investment objectives and your investment horizon, you determine the appropriate portfolio structure in a personal meeting with your relationship manager. You can exclude any individual asset classes, regions or sectors from your portfolio as you wish.

Suitability

The “ARVEST Tailored” investment solution is individually tailored and therefore, suitable for all investment objectives. ARVEST Tailored does not presume any particular investment horizon. It is popular, especial, with investors with changing investment objectives and preferences, who like to keep the reins in their own hands.

Investment Objectives

The investment objective depends on the defined strategic asset allocation and your individual investment preferences.

We, of course, follow standard professional investment principles in managing your portfolio, such as broad diversification by asset class, country and sector. You will benefit from our in-depth analyses of international economic policy, individual markets, industries and companies.

The key element that brings discipline to the portfolio is a periodic monitoring and an ongoing adjustment of the asset allocation in order to meet the agreed investment objectives. Our portfolio management deviates from the defined guidelines only to a limited extent in order to optimize tactically your investment return.

Tariffs

The performance of a portfolio managed according to the ARVEST Tailored investment strategy is determined by your individual investment objectives to a relevant extent. Therefore, for this investment solution, we offer only the fixed rate tariff A without performance-related profit sharing.

Investments

Principally, ARVEST Tailored may invest in all kind of assets. If a specific direct investment, investment fund or investment product is not in our investment universe, we can integrate your preferences into the framework of strategic guidelines on an individual basis.

Security Analysis

The ARVEST Investment Committee is made up of specialists in finance. The high ethical integrity and broad expertise of Committee members guarantee the uniform implementation of our investment philosophy. ARVEST focuses exclusively on asset management. You therefore communicate directly with a highly competent relationship manager that is closely integrated into our Investment Committee.

Senior members of the Investment Committee:

The ARVEST Investment Committee selects suitable direct investments based on strict quality criteria formed by means of its independent and value-oriented analysis. For this purpose, we filter data from thousands of companies on a regular basis for our analyses. We assign each company a self-developed ARVEST-Rating based on strict quality criteria.If after this initial selection process we are able to identify a company of interest that is solid and that meets our investment criteria we conduct a more thorough analysis. Our Investment Committee then decides whether or not to include the security in the ARVEST investment universe. All of our asset management activities for the ARVEST Cycle investment strategy are based on this strictly monitored investment universe.This process is time-consuming. However, it is of great importance to us. That is because we invest only in promising companies based on our own, independent buy-side analyses.Do you have any questions about our investment strategy?

Stefan Kimmel

Javiel R. Vignola

Philipp Dittrich