Staying on Track with Overlay Management

Staying on Track with Overlay Management

Every investor has their own unique investment strategy and their own unique approach to strategic asset allocation (SAA) and their own preferred driving style.

Author: Universal Investment– universal-investment.com

 

The portfolio management team has competently, professionally and successfully steered overlay mandates on the ideal line for more than 20 years, using a tailored overlay approach proven in diverse market environments. Overlay concepts are available specifically as FX Overlay, as well as in modular form as Risk Overlay and Risk OverlayPLUS.

Overlay mandates under management (on your platform of choice as well as outsourced overlay management as an administrative KVG) total 38 billion euros. In order to stabilise portfolio performance, Universal Investment provides a comprehensive management of equity-, interest-rate-, currency- and spread-related (optional) risks, using derivatives in a separate overlay sub-segment. As a Master KVG, Universal Investment has an overview of the fund, including, for example, its FX exposure (as of December 2021).

 

Fore more information, click here

Make possibility reality

Become an IA FinTech Member
and see where it takes you.

Open-Lock_icon.png
Login to your account