Erwin Lochten
Managing Director
Classic Euro Bonds
The euro bond market has gained considerably in importance in recent years and continues to be the investment focus for many investors.
Individual Balance
Individual triad
The combination of three sensibly balanced segments geared to customer needs is of particular importance. These are public bonds (government bonds, agencies, supranationals) and the covered bonds and corporate bonds segments.
The aim here is to strike a balance between security and return that is in line with our customers' risk appetite.
Investment process & Risk management
Fundamental assessment
Although we are supported by numerous quantitative tools in our daily work, investment decisions are ultimately based on our fundamental assessment.
Focus on risk-bearing capacity
Interest rate sensitivity is of particular importance to us (duration management). The risk-bearing capacity of our customers - often detached from a capital market benchmark - is the most important key figure here.
Active weighting
The weighting of the individual product classes in relation to each other forms the basis for a harmonious and opportunity-oriented portfolio. On this basis, the portfolio manager(s) select(s) interesting individual securities with a balanced risk-reward profile as part of a dedicated analysis.
Your advantages
Our strategy in classic euro bonds
Suitable for investors, ...
- who wish to invest in the European bond market.
- who wish to benefit from exposure to different segments.
- who want a sophisticated selection and portfolio construction process.
- who value continuous risk management and monitoring.
- who are interested in favorable cost structures and personal service.
Thank you for yor request. We will contact you.
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