Helaba Invest is a wholly owned subsidiary of Landesbank Hessen-Thüringen (Helaba). Within the Helaba Group, Helaba Invest is exclusively responsible for professional asset management and fund administration within the framework of a master KVG for institutional investors.
Under a "3-pillar strategy", Helaba Invest concentrates on asset management for liquid asset classes (equities, bonds and multi asset), on asset management for illiquid assets (real estate, infrastructure and private equity) and on its services as a master KVG.
Asset management liquid asset classes
In asset management for liquid asset classes such as equities, bonds and multi asset products, we use rule-based methods. Rule-based methods offer a high degree of information efficiency and counteract human decision-making weaknesses. We always place the satisfaction of our customers at the centre of our activities. Together with our clients, our capital market experts define individual performance requirements and, on this basis, develop a tailor-made solution for their portfolio.
Our product range covers a large number of investment categories - from equities to bonds (government bonds, mortgage bonds and corporate bonds from the investment and non-investment grade sectors) and asset allocation funds to absolute return products and overlay strategies. The various investment approaches can be implemented in the form of special funds, institutional retail funds as well as advisory, outsourcing or management mandates.
Real estate and alternative asset classes
Our core competence in the area of real estate lies in advising institutional investors on the formulation and implementation of their real estate strategy. This is in line with their overall investment strategy. In this context we act as multi-managers in the form of fiduciary advisory mandates and funds of funds.
In the area of administration, we have continuously expanded our professional fund administration services into a "full-service KVG". In addition to the classic services of a Master KVG such as efficient accounting, detailed risk management, performance measurement and comprehensive reporting, we also offer services such as the administration and reporting of direct investments, the maintenance of investment subledgers with interfaces to the general ledger and the transfer of the regulatory reporting system. We regard the flexible implementation of individual customer requirements as a key differentiator from competitors. Their prompt implementation is made possible by our own in-house application development and the flexible (input and output) interfaces of our systems.