Our approach

Our client groups

We focus on client groups such as foundations, pension funds and provident funds, church-affiliated organizations, as well as banks and savings banks. Of course, we remain open to mandates beyond these areas as well.

Individual investment solutions

We offer institutional investors the following range of services: bespoke special funds that fit perfect to you; advisory mandates; institutional share classes in public funds; white-label solutions for our strategic product partners; Master-KVG-Services

Absolute client focus

Good institutional asset management begins with a truly detailed understanding of individual client needs. These needs can differ significantly due to dynamic regulatory frameworks, distribution requirements, as well as a constantly changing market environment.

Why DJE?

Solid Investment Process

We combine strategic asset allocation based on our FMM-Method with our own bottom-up scoring model, which we use to select individual securities for client portfolios.

Consistency since 1974

We have been successful in the market for 50 years, including being active in the institutional asset management for 25 years. Our key decision-makers have a long track record.

Risk management

We focus on outstanding risk management with proven drawdown expertise, helping us navigate challenging market phases.

Multi-asset specialists

We have particularly strong expertise in multi-asset strategies. More than half of our assets under management are allocated to multi-asset strategies.

Sustainability criteria

We are convinced that responsible investing and active management create added value for our clients. This is one reason why we have firmly embedded sustainability criteria in our investment process.

Mandate sizes

We offer special mandates with a higher degree of customization for institutional clients starting at a volume of EUR 25 million.

Richard Schmidt

Head of Portfolio Management - Institutional Clients

 

Phone: +49 89 790453 - 270

Mobile: +49 151 10525645

E-mail: richard.schmidt@~@dje.de

Bernhard Lerchl

Head of Institutional Clients & Strategic Partners

 

Banks and savings banks

Italy, Spain, Portugal & Andorra

 

Phone: +49 89 79 04 53 621

E-mail: bernhard.lerchl@~@dje.de

Natalie Richter, CFA

Director Institutional Clients & Strategic Partners

 

Foundations & Church Institutions

Strategic Partnerships

 

Phone: +49 89 79 04 53 - 669

E-mail: natalie.richter@~@dje.de

Oleg Schantorenko, CFA, CAIA

Deputy Head of Institutional Clients

 

Client Portfolio Manager

ESG Specialist

 

Phone: +49 89 79 04 53 668

E-mail: oleg.schantorenko@~@dje.de

Raphael Hörner

Raphael Hörner

Relationship Manager Institutional Clients

 

Investment Consultants

Pension Funds & Provident Funds

 

Phone: +49 89 79 04 53 - 654

E-mail: raphael.hoerner@~@dje.de

Jörg Bunse

Sales Director Institutional Clients

 

Pension Funds & Provident Funds

Regional Focus: NRW, Hamburg, Lower Saxony, and Eastern Germany

 

 

Telefon: +49 69 66 05 93 69 - 626

E-Mail: joerg.bunse@~@dje.de