BUILDING ON TRUST –
FOR SUCCESSFUL ASSET MANAGEMENT
TECTA INVEST – THE ASSET MANAGER OF VERSICHERUNGSKAMMER
TECTA Invest manages around 50 billion Euros of Versicherungskammer Group`s assets. Based on exactly the same criteria, we also manage assets for selected third-party clients. Investment goals and processes are identical to those of the group itself. This means that the strategies and models we recommend are the ones we apply to our Group’s own assets. So when we succeed – you do, and vice versa. All of this is being held under the secure umbrella of one of the largest public institutions in Germany. In a history of more than 200 years, we have not only successfully managed difficult market conditions, but also consistently increased the financial strength and assets under management of the Group.
TECTA Invest. A Versicherungskammer company.
WE MAKE SUCCESS MORE PREDICTABLE
Prior to structuring a portfolio, we need to understand the profile of expectations and restrictions. Within our strategic asset allocation process we face the challenge to put these individual restrictions in context with the current state of the markets. Furthermore we also possess the experience and the neccessary tools when it comes to tactical management or portfolio adjustments. A holisitic risk-return approach and focus on risk management are our key management criteria.
CONTEMPLATING ANY INVEST,
WE EVALUATE ITS RISK/RETURN RATIO
Optimization of the risk/return ratio is our top priority. In managing risks it is essential to identify and quantify them, optimizing the associate returns on this basis.
TO US, SUSTAINABILITY IS MUCH MORE THAN A BUZZWORD.
IT’S AN OVERRIDING PRINCIPLE
It is our goal to implement sustainable investment strategies that are characterized by a high degree of stability and longevity. Therefore our investment decisions and recommendations are based on identifying long-term developments of the capital markets instead of following the latest short-term trends. We position ourselves accordingly including a strong alignment with our clients’s individual needs and requirements with respect to ESG aspects.
We are convinced in adding value to our investment decisions following this approach and have therefore decided to join the PRI Organisation and to respect the PRI Principles for Responsible Investment.
IN ORDER TO REACH YOUR TARGET,
YOU NEED A PARTNER YOU CAN RELY ON
Listening — understanding the restrictions and goals is our benchmark for everything. We see it as our duty to apply clearly defined, transparent and disciplined investment processes in which absolute performance takes priority over benchmarking. To bring this approach to success, our responsible portfolio managers cultivate continuous personal contact and dialog with our clients. Enduring legacy of this investment is of immeasurable value to both parties: