Alternative Investments

Know-how in advising German institutional investors Our expertise is in asset management for insurance companies, pension funds and other institutional investors - along the entire private markets value chain. Portfolio planning, independent investments or investment recommendations for portfolio design and management (also in accordance with Solvency or ESG taxonomy), comprehensive reporting, economic and legal documentation as well as evidence of the sustainability of the investments are a matter of course for us. Regular reports from portfolio management on private markets and your investments are also part of this. The internal networking of all specialist departments provides direct, fast and uncomplicated access to other specialists. If necessary, we are available to answer questions from the committees.

Attractive network & global sourcing We at Ampega have been investing in alternative investments since the 1980s. Over the decades, we have established a very attractive network that offers excellent access to the world's leading fund managers. Since the beginning of our business activities, we have come into contact with a total of over 2,000 international managers and have established relationships with over 100 intermediaries. In practice, these relationships ensure that we see all the investment opportunities we want to see. In order to actively build relationships with new management companies, we conduct traditional desk research using databases such as Pitchbook or Preqin. Active participation in specialist conferences and membership of professional associations also contribute to the expansion of our network. Through intermediaries and existing relationships with fund managers, we also benefit from a constant inflow of emerging investment opportunities. Thanks to our many years of activity in the market and our historically strong network, we enable our clients to invest in funds that are not open to new investors.

Tailor-made solutions We focus on each individual client. Our partnership-based approach enables us to implement individual investment strategies in the private equity, private debt, infrastructure and real estate segments. We respond to the specific needs and objectives of our clients and enable close involvement in the decision-making processes if desired. Our expertise enables us to provide 360-degree support - from portfolio construction and cash flow planning to fund manager selection, investment analysis, support during the underwriting process and administration. Our existing and potential clients belong to the institutional investor segment, e.g. insurance companies, foundations, pension funds and pension schemes.

Individual consideration of ESG We provide our clients with customized ESG reporting on an annual basis. We prepare this reporting independently and can therefore respond specifically to the wishes and concerns of our clients. We request relevant data from our investment partners at regular intervals and thus maintain an active exchange on trends and events in the area of ESG.
We also examine this topic according to individual wishes when reviewing potential fund investments. We attach particular importance to a strong awareness of this topic among fund managers and are able to offer dedicated strategies for our clients thanks to our broad market access. In addition to general ESG issues, we also assess the quality and quantity of a target fund's ESG reporting, the integration of the topic into the investment process and the influence on portfolio companies during the investment phase

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Conservative efficiency: return, quality and security form the pillars of our investment philosophy. The focus is on scientifically sound and empirically proven risk premiums. Our core strategies include sustainable dividend stocks (income), growth stocks (quality) and the selection of defensive companies (security).

Sustainability: The management of sustainability risks is systematically integrated into our investment processes and anchored in the mindset of a portfolio manager. We use a proprietary sustainability rating system (Q-ESG) to manage our portfolios. For over 10 years, the flagship "terrAssisi Equities" has stood for our ESG expertise in the market. We have been successfully managing the "S" in ESG in the Ampega Diversity Plus equity fund since 2015.

Value protection: The aim is to avoid losses and take advantage of market opportunities. Systematic overlays help to ensure the desired risk/return profile. Our long-established concepts include risk targeting, beta hedging, CPPIs and market-neutral factor strategies.

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