The capital preservation/growth strategy enables you to participate in rising markets while at the same time limiting potential losses to a predetermined level.

Individual risk analyses are performed prior to the investment being made, which take into account an individual portfolio or – in the case of a risk overlay – your entire investments across all asset classes. The investment strategy is tailored to your special requirements in accordance with your individual risk budget. For example, you determine the lower limit (the minimum value for your entire portfolio) in advance depending on your individual risk-return profile.

You can also set a variety of additional parameters, with regard to structuring the proportion of equities and bonds, for example, or the inclusion of active additional income. As part of a risk overlay we can monitor and manage all your investments across all asset classes, so you benefit from our comprehensive active risk management.

Your partners in this area are Oppenheim Asset Management GmbH in Vienna and Oppenheim Kapitalanlagegesellschaft mbH in Cologne.

Our portfolio management bonds invest in international government bonds or quasi-government bonds: Our experts identify attractive investments by combining quantitative and qualitative strategies to select individual securities based on fundamental analysis and models.

The development of the investment concepts and the management of portfolios are based on decisions about terms, yield curves, and country and currency allocations. Portfolio management in the fixed-income segment focuses on securities issued by national and international organisations (agencies and supranationals) as well as government bonds. In regional terms, the experts concentrate on developed industrialised nations and high-quality emerging markets chosen according to particular selection criteria.

Various versions of the strategies are available with different weightings of alpha and risk components – from benchmark concepts to absolute return approaches.

Your contact at Sal. Oppenheim is Jörg Schellenberg, Head of Sales.

With a transaction volume of several trillion US dollars per day, the forex market is the world's largest and most liquid financial market. The currencies asset class not only offers investors the potential to make profit, it also has the advantage of developing relatively independently of traditional asset classes such as equities and bonds. Sal. Oppenheim has been managing currencies actively since the early 1990s and is one of Germany's leading names in this field.

Its recipe for success is an independent investment process, which aims to exploit inefficiencies in the forex market. To assess the markets, our experts begin by forecasting trends in interest and exchange rates using quantitative methods. The results of the quantitative procedures are checked qualitatively using extensive fundamental criteria – from economic data to political events. The portfolio managers opt for momentum or carry strategies, depending on the anticipated market development. The experts identify possible risks in advance in order to monitor them constantly and limit losses with the help of risk budgets. In principle, portfolio managers concentrate solely on investment-grade currencies (minimum BBB rating) from countries that have to meet stringent quality criteria.

At Sal. Oppenheim, we tailor currency management mandates individually to the desired risk-return profile. Clients determine their individual risk budget in advance, which is guaranteed through stop-loss rates. Alternative implementation options are available in addition to individual mandates:

• Currency overlay: management of active or passive currency exposure subject to specification of a tracking error
  
  
• FX platforms: active currency management via FX platforms of renowned companies
  
  
• OP FX opportunities: target absolute return mutual fund

Your contact partner at Sal. Oppenheim is Client Advisor René Döring.

Sal. Oppenheim ranks among the market leaders in active quantitative equity management in Germany. The investment approach for the various alternative strategies at our bank is based on an active, disciplined investment process focused on fundamentals, which has been tried and tested over more than ten years.

The success of our investments is based on many independent sources of alpha. We diversify individual security and forecast risks over a substantial number of securities and many small, active weights. At the same time, we place great importance on managing transaction costs efficiently.

The database and model-based approach enables a structured objective analysis of a substantial investment universe – from Europe to the US and Japan. All investment decisions follow clearly defined criteria and are thus comprehensible and transparent at all times. The systematic implementation of the strategy at all decision-making levels of the investment process allows you to achieve stable, risk-adjusted income.

We can implement active quantitative equity management for you in pure equity funds or in sub-portfolios of mixed funds. You can choose between benchmark-oriented and benchmark-free strategies.

Benchmark-oriented product options:

• Long only approach: traditional benchmark benchmark concepts based on our active quantitative strategy
  
  
• Enhanced indexing: Special case of the active quantitative long-only approach with a lower tracking error
  
  
• Short-extension approach: benchmark-oriented equity investments with the option of short positions

Benchmark-free product options:

• Managed volatility strategy: total return approach focused on a risk-minimising portfolio structure
  
  
• Sustainable investment: selection of equities from a sustainable investment universe devised by oekom research AG in accordance with the managed volatility strategy
  
  
• Equity market-neutral strategy: Absolute return approach with the aim of achieving returns independently of the market
  
  
• Multi-alpha strategy: absolute return approach combined with high yield investments from other portfolio management units such as currency management or asset allocation
  
  
• Total-return approaches with a different investment focus, such as dividend strategy or fundamental and risk-weighted portfolios

Your contacts at Sal. Oppenheim are Client Advisors Verena Pickhardt und Christine Holzheu.

The asset allocation team invests for you internationally in promising markets in various regions and asset classes – from equities through bonds to alternative investments such as commodities.

The key question for the investments is which asset class promises the best opportunities in the current market situation. The portfolio managers analyse the relative attractiveness of the various markets with the help of yield forecasts and risk assessments. The approach is based on a disciplined, structured investment process. This is founded on quantitative procedures and qualitative assessments.

You have a variety of options for structuring the mandate in accordance with your wishes as part of the asset allocation. You can concentrate solely on equities and bonds or choose from a broad range of up to around 15 different investment segments including alternative investments. You also have the option of benchmark and benchmark-free approaches, from long-only to total or absolute return concepts.

Your contact at Sal. Oppenheim is Client Advisor Jan Schepanek.