Source: https://unternehmen.union-investment.de/ueber-uns/archiv-annual-report-2020/schindler
[...]
Über Uns Archiv-Annual-Report-2020 Contribution Schindler
In seeking returns, investors have to accept more and more risks. In order to manage these risks and to purposefully harness opportunities, consideration of sustainability criteria, the internationalisation of portfolios and alternative asset classes for investments are becoming increasingly important for investors.
Alexander Schindler , Member of the Executive Board
Diesen Beitrag teilen
Nevertheless, we are also seeing an accelerated change in the requirements our institutional clients expect of us. Factors such as security and liquidity are gaining in importance, as they did in the years following the financial crisis. At the same time, government fiscal stimulus measures have led to a further increase in the debt burden of Germany’s individual states. Interest rates will only move within a very small range for years to come. Investors are forced to take risks in order to hone in on opportunities and generate returns in this environment. In managing these risks, it is becoming increasingly important to take sustainability criteria into account. It is now common knowledge in the industry that taking sustainability criteria into account can help companies outperform the competition in the long term and has a clear positive impact on risk management.
In addition, the sustainable restructuring of the economy is gaining additional momentum against the backdrop of the Covid-19 pandemic. This can be seen, for example, in the fact that the Covid-19 stimulus programmes adopted or planned across Europe and at the national level have, in most cases, been allocated to building a more sustainable economy. Investors, and we in our role as asset managers, have a special part to play here. This is because the economy cannot be sustainably restructured without the provision of private capital. As an active asset manager, we intend to go beyond selecting sustainable businesses for our investments and to target investments in businesses that have just embarked on the path to sustainability. We seek to support and promote the transformation of these businesses in order to share in their success for the benefit of our investors.
“As an active asset manager, we intend to go beyond selecting sustainable businesses for our investments and to target investments in businesses that have just embarked on the path to sustainability.“
Alexander Schindler Member of the Executive Board
Currently, a disproportionately large number of institutional investors in Germany still invest in their own country and in the euro zone despite the growing need to internationalise portfolios. The European bond market offers less potential for returns than other regions. At the same time, the European stock market lags behind in digital technologies by international standards. Yet there is ever increasing demand in precisely these technologies. These are just two examples that illustrate the advantages of a gradual internationalisation of portfolios. And alternative asset classes are also becoming increasingly important for many investors in their search for returns .
In recent years, we have systematically tailored our solutions to our clients’ demands mentioned above, enabling us to continuously expand our range of products and services and to improve their quality. This is illustrated by the increase in the number of clients and mandates - an increase which incidentally can also be seen in the alternative investments segment - as well as by the high levels of client satisfaction. A proof are the many independent awards. We are continuing along this path in the interests of our clients. For we are convinced that active asset management can offer an opportunity to generate greater yield, especially in times of change.
Back to the overview
Learn more
Drucken Nach oben
