The careful selection and weighting of asset classes is decisive for generating a target-oriented investment result.
With the help of our models, we forecast long-term earnings expectations. We weight the respective asset classes in a manner that allows for the creation of efficient portfolios that are optimal for you, taking account of market fluctuations. Moreover, we subject our forecasts to qualitative testing, which incorporates, among others, trading and portfolio factors. This process forms the basis for the long-term asset allocation of the individual investment strategies (strategic asset allocation, or SAA). We determine the risk associated with the respective strategy by performing a historical simulation calculation.