Global, Sustainable and Diversified: Equities and Multi-Asset

We implement robust equity and multi-asset strategies built on a selective, systematic, and partnership-driven approach.

Through close collaboration with our internal and external clients, we have developed a deep understanding of their needs. This enables us to offer and implement tailor-made solutions in structuring investments, integrating ESG requirements, and managing the risk associated with equity investments.

Equities and Multi-Asset in Focus

We offer customized solutions for different needs. How we achieve quantitative success with our investment strategy:

What types of products are advised?

We advise institutional investors in the asset classes equities and multi-asset. Our approach includes the selection of individual stocks, ETFs, and retail funds. Upon request, various capital protection concepts can be implemented. Furthermore, we provide advisory services on the composition of equity indices and on the structuring of guaranteed certificates and SPVs.

How is portfolio diversification achieved?

We achieve a high level of diversification through balanced investments across all regions and liquid asset classes. We unlock alpha potential through a well-calibrated mix of internal and external strategies.

How are new investment concepts developed?

We continuously develop new investment concepts in close collaboration with institutional investors and provide advice on strategic matters.

How does the cooperation with the Versicherungskammer Group work?

Through intensive dialogue with the various specialist departments of the Versicherungskammer Group, we have developed a deep understanding of its specific needs. This enables us to design and successfully implement tailor-made solutions for the investment structuring, the integration of ESG requirements and risk management.

What specific features characterize your capital protection concepts?

We manage capital protection funds independently, which allows us accurate control and rapid responsiveness to market changes.

Insights from the team

This is how our equity and multi-asset team works:

Julia Fasching

Senior Portfolio Manager

“What fascinates me about my work as a portfolio manager is the dynamic nature of the equity market, which presents new opportunities and challenges every day. I am particularly driven by the chance to create lasting value for our clients at VK Tecta Invest through rigorous analysis, strategic insight, and collaboration in an innovative, team-oriented environment.”

Yanko Punchev

Senior Portfolio Manager

“The combination of expertise in model development and automated processes presents an exciting challenge, as we design precise and effective investment strategies tailored to the individual needs of our investors.”

Stefan Lechner

Head of Equities & Multi-Asset

“As head of the department for Equities and Multi-Asset, it is particularly important to me to leverage the individual strengths of each team member. Open communication is fundamental for us—it creates room for creative collaboration and outstanding performance.”