This report shows public data only. Is this your organisation? If so, login here to view your full report.

Metzler Asset Management GmbH

PRI reporting framework 2017

You are in Organisational Overview » Basic Information

Basic Information

OO 01. Signatory category and services

01.1. 組織または組織が提供するサービスに最もよく当てはまる種類を選択してください。

運用資産(AUM)に占める割合(%)

01.2. 追加情報。 [任意]

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. 組織の拠点がある場所を選択してください。

Germany

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

217 正規職員

02.4. 補足情報。 [任意]

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. 組織内に単独でPRI署名者となっている子会社があるかどうかを記載してください。

03.3. 補足情報。 [任意]


OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。

31/12/2016

04.2. 報告しないことを選択した子会社を除き、報告年度末のAUM合計を記載してください。

Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.4. 補足情報。 [任意]


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. どのように資産クラス構成を開示したいかについて記載してください。

組織内で運用
組織外で運用

 

上場株式 10-50% 24 <10% 1
債券 10-50% 38 <10% 4
プライベートエクイティ 0 0 0 0
不動産 10-50% 11 0 0
インフラ 0 0 0 0
コモディティ 0 0 0 0
ヘッジファンド 0 0 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 <10% 3 0 0
その他(1)(以下に具体的に記入してください) 10-50% 10 0 0
その他(2)(以下に具体的に記入してください) <10% 9 0 0

‘その他(1)’を具体的に記入してください

          Derivatives etc.
        

‘その他(2)’を具体的に記入してください

          Other AUM like derivatives etc.
        

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. AUM資産クラス分割について説明する情報を記載してください。 [任意]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market (Private)


Top