Effective Strategies for Professional Partners
Our solutions for your customers
Our Multi-Asset Solutions Enhance Your Offering
We assist asset managers, family offices, banks, and financial intermediaries in professionally structuring and diversifying client assets. Based on individual specifications regarding risk tolerance and investment horizon, we offer global, fund-based multi-asset solutions that are broadly diversified across equities, fixed income, and alternative investments, as well as across regions. This enables us to manage even smaller mandates to a high standard and in accordance with institutional standards. A robust track record of our multi-asset strategies and our sustainable, globally invested equity fund underscores our expertise as a professional partner for first-class fund solutions.
Systematic Investment Solutions for Sophisticated Asset Allocation
To implement individual components within the strategic asset structure defined by the family office or asset manager, we offer flexible solutions for the equity and liquid alternative investment classes. Our systematic approaches are based on sound scientific research and follow a clear, transparent, and scalable investment process. Decisions are made in a rule-based and emotion-free manner.
In the equity segment, the strategies cover a range of approaches and are suitable for strategically complementing a professional asset allocation. Liquid alternative investments also play a central role, as they tap into additional sources of return and contribute to diversification. A key factor here is broad diversification across various strategies and return drivers.
Risk-Optimized Investments
For our clients, the focus is often on generating attractive returns, while balance sheet or regulatory constraints may take a back seat. Nevertheless, it makes sense to determine the maximum acceptable loss that can be sustained during periods of crisis before selecting an investment strategy. This helps avoid emotional misjudgments and premature exits at inopportune times.
Our total-return-oriented strategies allow you to define an individual target return and manage the risk taken accordingly. As risk appetite increases, so do the opportunities for returns, while integrated risk management aims to keep potential drawdowns within clearly defined limits.
Our Expertise in Sustainability Has Been Recognized
Bethmann HAL is one of the most experienced providers of sustainable investment solutions. For over a decade, sustainable strategies have been an integral part of our offering. As a signatory to the UN Principles for Responsible Investment, we systematically incorporate ESG criteria into all our investment processes.
Our in-house sustainability analysis and our independent sustainability advisory board continuously provide additional insights.
For you, the sustainable multi-asset funds provide access to sound asset allocation and strategies with excellent ratings—as confirmed by top ratings from Morningstar.
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