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