Institutional investors
Institutional clients are demanding for good reason. For us as an asset manager, this means quality, reliability and individuality. We have earned this reputation over the past decades.
Consistency on principle
We know from decades of successful cooperation with institutional clients: For clients such as insurance companies, foundations, pension funds or dioceses, investing money is a complex business. On the one hand, it is indispensable, but on the other, strict regulations mean that there is little room for maneuver. This makes values such as reliability and consistency all the more important. DJE embodies this with its more than 50-year history as an asset manager that focuses on risk management.
Our approach
Our customer groups
With our highly specialized advisors, we focus on the client groups of foundations, pension funds and pension schemes, church organizations as well as banks and savings banks A-custody accounts. Of course, we are also open to mandates beyond this.
Individual investment solutions
We offer institutional investors the following range of services: customized special funds; advisory mandates; institutional share classes for mutual funds; white label solutions for our strategic product partners; master KVG services
Absolute customer focus
Good institutional asset management first and foremost means a truly detailed understanding of individual client needs. These can differ significantly due to dynamic regulatory conditions, distribution and sustainability requirements and a changing market environment.
Why DJE?
Solid investment process
We combine strategic asset allocation according to our FMM method with our in-house 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 and have been active in institutional asset management for 25 years. Our key decision-makers have a long track record.
Focus on risk management
We focus on excellent risk management with proven drawdown expertise to survive in challenging market phases.
Multi-asset specialists
We have proven expertise in the area of multi-asset strategies in particular. More than half of the assets we manage are allocated to multi-asset strategies.
Sustainability criteria
We are convinced that we can generate added value for our clients through responsible investing and active management. This is another reason why we have firmly anchored sustainability criteria in our investment process.
Mandate sizes
We offer special mandates with a higher degree of individualization for institutional clients from a volume of EUR 25 million.
