Baden-Württembergische Equity GmbH (BWEquity), a wholly owned subsidiary of Landesbank Baden-Württemberg, acts as a competence center for alternative asset investments for the LBBW Group, cooperating banks and savings banks (including Baden-Württembergische Bank and over 100 savings banks throughout Germany).
BWEquity uses a selection process to filter out potential investment products from the range of alternative asset investments: Which markets are attractive? Which AIFM have the necessary skills? Which products can be considered? Identified investment products are then professionally analysed by BWEquity and checked for their profitability. The investments must meet certain minimum requirements, which are constantly developed further under defined quality requirements and adapted to market conditions. Existing sustainability testing standards are playing an increasingly important role here. ESG principles are examined and evaluated at the investment level at property, income and provider level.
In addition to the actual product plausibility check, the evaluation of the aifm is also an important component of the analysis. Only those professionals who pass the detailed review process are involved. The basis of this check is the creditworthiness, economic strength, experience and expertise of the respective initiator as well as his behaviour towards investors and sales partners.
In the placement phase of the alternative tangible asset investments as an asset investment or through the regulated form of the so-called public or special AIF, BWEquity's sales partners are supported by numerous measures, for example in the form of training offers.
BWEquity offers a comprehensive range of services for the period after the fund has been placed, which goes far beyond the usual market support. The focus is on ongoing monitoring of the investments. For this purpose, annual reports are evaluated, background information is prepared and, where possible, recommendations for action are provided for the coordination of shareholder resolutions. BWEquity also participates in selected shareholders' meetings and represents the interests of investors. Assistance with special topics such as "transfers", "estate" and "electronic platform services" round off BWEquity's range of services.