Our investment concept for

professional investors

As an institutional cooperation partner, you will benefit from innovative investment solutions that are tailored to your objectives. Our commitment to transparency, comprehensive service and many years of expertise ensures the greatest possible customer satisfaction. In addition, we support you as our partners with a variety of practice-oriented measures in operational sales.

PRODUCTS

Two investment concepts for your personal preferences

Our investment concept for professional investors is divided into
two main product classes:

Mutual funds

Stability through diversification: benefit from our capital market expertise and invest in our in-house fund concepts.

Our fund business is the culmination of over 30 years of experience in the capital markets and successful asset management. We offer a range of investment funds, including equity, bond and mixed funds, to suit your investment objectives.

Our mutual funds are publicly accessible and are managed by our experienced portfolio managers. They make well-founded investment decisions based on comprehensive market analyses and forecasts. They provide investors with access to a diversified portfolio, eliminating the need for them to concern themselves with the intricacies of investment and risk management. We invest in a variety of securities, which spreads the risk and reduces volatility.

Universal-Investment-Gesellschaft mbH (KVG) is the capital management company responsible for all our mutual funds. It has a fiduciary duty to protect the interests of investors and to manage the funds in accordance with legal and contractual requirements. This includes the preparation of reports and the implementation of controlling measures.

Furthermore, these funds are liquid, meaning that investors can buy or sell their units at any time.

Special fund mandates

In addition to mutual funds, we offer institutional clients customised asset management solutions within the framework of special funds or segments of master funds.

Our core competencies in asset management and mutual funds can be leveraged as standalone building blocks for your bespoke fund. This can be provided as part of the management services offered for existing special funds/master funds through portfolio management.

We are pleased to announce that we are offering new launches in collaboration with our esteemed partners. We ensure that we are always up to date with regard to regulation, reporting, trading and custody of securities. Furthermore, we implement ESG requirements via exclusion lists and consistent integration. We specialise in fund management and are authorised to provide financial services in accordance with Section 2 (2) WpIG.

We tailor each special fund to align with your strategic objectives and requirements. In close consultation with you, Frankfurter Vermögen realises investments that meet your individual performance expectations and risk requirements. In addition to flexible yield management, a special fund ensures transparency and liquidity, reduces costs and simplifies administration.

 

The institutional asset management segment is designed to meet the needs of a diverse range of clients, including family offices, savings banks and cooperative banks, fund of funds managers, asset managers, independent brokers, financial distributors, pension funds and pension schemes.

Family Offices

Fund of funds manager

Savings banks (GENO community and Sparkassen)

Asset manager

Financial sales organisations

Independent brokers

Insurances

Pension funds

OUR EXPERTS

Your contacts

*Wischen um mehr zu sehen

NEWSLETTER

Exciting financial news,

straight to your mailbox!

Keep up to date with our expert analysis and management decisions and gain exclusive insights. Subscribe to our fund newsletter and help us shape your financial future. Sign up now for monthly updates delivered straight to your inbox.

Fields marked with * are mandatory.
How we handle your data can be read in our Data protection.