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Metzler Asset Management GmbH

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Portfolio management

We manage our equity portfolios actively and consistently in line with the respective strategy; the investment universe covers all market capitalization segments. The most important decision-making level is stock selection – disciplined and with the inclusion of sustainability aspects. Clearly defined product responsibilities within the portfolio management team enhance the quality of decisions.

Key characteristics of our Fixed Income management are many years of experience with euro-denominated bond portfolios and in analyzing issuer creditworthiness, as well as knowledge of local markets. On this basis, we make top-down allocation decisions and effectively implement bottom-up selection of individual securities into the portfolios. Furthermore, with Metzler Sovereign Select we offer a benchmark-free fixed income strategy which enables us to cover a wide range of global sovereign bonds and take advantage of numerous economic scenarios and interest rate structures for successful diversification.

We offer two kinds of conventional balanced funds: one with active management of asset classes or equity exposure and the other with rule-based absolute return concepts and capital preservation strategies. For the latter, we use, among other things, shortfall-based concepts, replication of rolling collar structures and drawdown management combined with varying volatility factors. In the Managed Futures segment, we offer multi-dimensional diversification across asset classes, regions and timeframes.

Administration German "Master-KVG"

With the "Master fonds", Metzler offers the bundling of segregated accounts which allows each segment to be managed as an independent portfolio.

Pension Management

Pension management at Metzler includes a variety of services, ranging from conventional asset management and advice on the development of pension concepts and deferred compensation accounts to providing the administrative framework for company pension schemes, for example, through a Contractual Trust Agreement (CTA).

Real Estate

The management of US real estate is part of the asset management division.
 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Germany

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

217 FTE

02.4. Additional information. [Optional]

Metzler Asset Management GmbH has its headquarter in Frankfurt/Main and offices in Seattle, Tokyo and Dublin.
 


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 24 <10% 1
Fixed income 10-50% 38 <10% 4
Private equity 0 0 0 0
Property 10-50% 11 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 3 0 0
Other (1), specify 10-50% 10 0 0
Other (2), specify <10% 9 0 0

'Other (1)' specified

          Derivatives etc.
        

'Other (2)' specified

          Other AUM like derivatives etc.
        

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market (Private)


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