Professionalism and Experience Set Us Apart

The financial markets are becoming increasing volatile, which means that they are becoming more difficult for an individual investor to manage. Our experts in the Asset Management department of the DekaBank Group have the specialised knowledge, equipment and experience needed to securely handle the approximately 640 mutual funds and 550 special funds under their management, even when stock exchanges are passing through difficult phases.

Uncompromising Risk Management

Our comprehensive range of products allows us to offer an investment form that precisely matches each investor’s individual risk-return profile. Thanks to our uncompromising risk management, whether an investor is looking for security or opportunity, he can be sure that the investment strategy he chooses will be strictly implemented.

This is particularly important when integrated, fund-based investment concepts must be realised, namely, fund-linked asset management and funds of funds. An investor’s individual risk tolerance forms the basis used by a professional portfolio manager to allocate investment capital among equity, bond and real estate funds and, if applicable, alternative forms of investment. More and more investors are discovering the ease and efficiency of diversifying their investments in this way, and the above-average expected future growth rates that it brings. This is of particular benefit to DekaBank, as it is by far the market leader in Germany for fund-linked asset management and funds of funds in terms of fund assets under management. DekaBank was a pioneer in Germany in 1993 when it started its Sparkassen-DynamikDepot fund, and now has a market share of around 60 per cent for fund-linked asset management and approximately 32 per cent for funds of funds.

The DekaBank Group works together with selected well-known international partners to optimise the global diversification of fund investments, including Franklin Templeton, Gartmore, Goldman Sachs, JPMorgan, Lombard Odier Darier Hentsch & Cie, Schroders, Swisscanto, Threadneedle and UBS.

Groundbreaking Fund Ideas

Capital market expertise is needed in order to develop sophisticated fund products, as well
as knowledge of the special features of a domestic investment market. DekaBank satisfies both of these requirements, as can be seen from its long list of innovative fund concepts:
tax-optimised funds, guarantee funds and “absolute return” products based on modern technical models and elaborate capital preservation strategies are examples of the future-oriented innovative products developed by DekaBank to meet market demand.

Both retail and institutional investors benefit from our outstanding expertise in capital market-based asset management. Custom-tailored product lines designed for different income and risk profiles exist for municipalities, cities and districts, municipal special-purpose associations and other institutional investor groups.

DekaBank now manages far more than five million securities accounts, more than any other investment company in Germany. This leadership position, particularly for structured investment concepts, is proof of the investor confidence that has been earned by the commitment of our employees and a half century of experience in professional asset management.