Asset Management

Management of Foundation Assets

As the responsible partner for the assets of a foundation, you will face one of the most important tasks in foundation management: you make it possible for the founder’s will to actually be realised. To achieve the objectives of the foundation you will have to generate sufficient income year for year and also maintain the buying power of the foundation capital. In doing so, you will find yourself between the conflicting priorities of risk, yield and achievable dividends. To continually organise and adjust these priorities is a challenge which will determine the success of your foundation as a productive investment.

Static standards on investment structures or more secure but conservative strategies are now considered to be outdated. On the contrary, successful investment concepts are characterised by excellent strategic asset allocation. This is the starting point for all of our thoughts and analyses. Together with you, we will determine the yield/risk profile of your foundation and from that we will develop a target asset structure. Naturally, we will also include thoughts on the accounting treatment. The implementation of your investment concept will be carried out by capital market experts who specialise in foundations.

May we demonstrate our foundation asset investment skills to you?
Please do not hesitate to contact us.

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