ACPI is an independent, award-winning provider of asset management solutions for institutional and individual investors. Established in 2001, ACPI manages 3 billion USD in assets and is based in London. Their clients include financial institutions, corporations, charities, high net worth individuals and retail investors.
ACPI seeks to apply their specialist asset management skills in serving the needs of the clients worldwide and to exceed their investment and client service expectations by managing their assets to the highest possible standard. In order to do so, ACPI offer its clients a comprehensive range of products and services.
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Altaira Wealth Management was launched in 2009 by ten experienced and successful global financial services professionals. Altaira offers customized wealth management services to high net worth individuals and proprietary investment solutions to institutional investors.
Altaira Funds, the fund management arm of Altaira Wealth Management, offers proprietary solutions that focus on risk management and capital protection, issues of particular relevance in today’s volatile markets. The Altaira Funds – Active Tactical Solution is being launched under Altaira’s UCITS III compliant Luxembourg umbrella. Products will only be launched when Altaira feels that market conditions necessitate them and they are in the interests of the clients.
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AQ Advisors is a wholly-owned subsidiary of Aquila Capital. Aquila Capital is an independent investment company based in Hamburg with a focus on non-traditional investments. Over 80 investment specialists manage a diversified range of absolute return and real asset funds with a total of EUR 3.4 bn assets under management, and 5.4 billion Euros in assets under administration and structuring.
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ARVEST is an independent financial group located on the shores of Lake Zurich. ARVEST Privatbank AG and the fund management company ARVEST Funds AG, which is based in Pfäffikon in the Canton of Schwyz, as well as the fiduciary company ARVEST AG in Richterswil work hand in hand to provide their discerning clients with comprehensive financial support. As a Swiss family business, ARVEST takes care to protect the common interests it shares with its clients on a daily basis, with every decision made.
Since 1974 ARVEST have been specialising in asset management with a dynamic approach to investment. Their aim is to increase the assets entrusted to them across an entire economic cycle. Since they believe in the success of this investment strategy, they invest the clients’ assets and their own funds in accordance with exactly the same guidelines.
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The AVANA Invest group was established in Munich by Götz J. Kirchhoff and Thomas W. Uhlmann in January 2009.
AVANA Invest actively manages investment rates, limits risks and satisfies the highest standards in terms of transparency.
As an innovative asset manager, AVANA offers ETF/ETC-based portfolio solutions with strict risk management to meet the special requirements involved in professional capital investment.
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Barclays Capital Fund Solutions (BCFS) is the asset management business of Barclays Capital, the investment banking division of Barclays Bank Plc and an integral part of one of the leading banking groups in the world. BCFS combines asset management expertise with investment banking insights to provide investors with Absolute Return and Tactical Asset Allocation funds across various asset classes. BCFS currently manages over CHF 6 billion in Ucits III liquid alpha strategies.
The BCFS investment philosophy is to deliver uncorrelated excess returns through:
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BlueValue AG is a pioneer in ethics research and consulting services for investment and management. BlueValue also develops and markets financial products from an ethical standpoint and on the basis of a research approach that has been continuously developed since 1997 on the back of practical experience.
BlueValue’s ultimate aim is to bring ethics to the business sphere with a view to creating a better world. This objective is based on the conviction that a human economy needs an ethical focus.
The BlueValue AG team, made up of representatives from the ethical and economic fields as well as financial analysis, communication and promotion, combines ethics with guaranteed returns.
If you are pursuing ethically minded goals, you cannot afford to ignore the key questions. Important decisions that affect human beings, justice and quality of life are determined by the flow of funds. The prospects of making a profit from ethical financial products are currently very good: the intensive public discourse on ethics and money as well as more stringent demands on the part of investors for morally sound investments are setting the scene for profit.
BlueValue offers expertise in ethical issues for business and investment.
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DekaBank is the central asset manager for the German Savings Bank Finance Group. It is owned by the German savings banks. The bank, including its subsidiaries, employs some 3,600 people.
With a fund volume of some EUR 166 billion, the DekaBank Group is one of the major financial service providers in Germany. Private and institutional investors can choose from a wide range of equity, bond, property and mixed funds. We are market leaders in structured investment products such as funds of funds and fund-linked asset management. Savings banks and Landesbanken (state-owned banks) act as the exclusive distribution partners for our funds in Germany. We are represented internationally through branches, subsidiaries and representative offices in Luxembourg, Switzerland, Austria, Italy and Spain. In addition, the international focus of the fund business is boosted by cooperations with renowned partners.
The DekaBank Group is active in the fields of capital market asset management, property asset management, and corporates and markets. In the Asset Management Capital Market division, we focus on managing some 600 mutual funds, 350 special funds and 130 funds of funds as well as fund-linked asset management. We have bundled the management of real estate funds into our Asset Management Property division. The Corporates & Markets division brings together credit business, trading and sales activities, refinancing activities and business with exchange-traded funds (ETFs).
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Delaware Investments provides world-class asset management services and solutions for a wide range of institutional and individual investors. Today’s Delaware Investments is more dynamic than ever before, managing assets across all major asset classes for a broad array of investors, including institutions, pension funds, 401(k)/defined contribution plans, endowments, foundations, corporations, and high-net-worth individuals.
Delaware Investments manages more than $150 billion in assets as of March 31, 2011, offering a broad range of products and investment services across five major asset classes – value, growth, core, and international equity, as well as fixed income. Our team-based, research-driven approach to investing is guided by the expertise of 131 investment professionals. Assets are managed by teams in Boston, Philadelphia, and San Francisco.
With a strong focus on performance, research, and client service, the Delaware Investments vision is to be recognized as a world-class asset management company, helping people and organizations achieve their financial aspirations.
Eniso Partners is an investment boutique that provides cleverly devised services relating to asset management for wealthy families and institutional clients.
Clients benefits from future-oriented management techniques that have been honed over many years, as well as comprehensive security and absolute transparency.
In addition to institutional and private mandates, Eniso also manages several funds.
Eniso – offering consistently good advice
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GS&P Kapitalanlagegesellschaft S.A. was established in 1996 and belongs to Grossbötzl, Schmitz & Partner (GS&P). The GS&P Group is one of the largest bankindependent asset managers in Germany. The company equity is held entirely by the partners. GS&P Kapitalanlagegesellschaft S.A. is an independent investment house that sees itself as a niche provider of innovative investment ideas. The central tenet of its investment philosophy is to use a transparent and reproducible quantitative investment approach to make active investments in sound markets and individual stocks that deliver sustained capital appreciation for investors. As well as continually developing its own investment processes, the company also has long-standing and very successful collaborations with external fund advisors who have demonstrated investment expertise in their respective market segments during different market phases.
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Hauck & Aufhäuser (Schweiz) AG (formerly Dr. Höller Vermögensverwaltung AG) is a successful independent asset manager and investment consultant since 1982. The company has been one of the founding members of the Swiss Association of Asset Managers.
Hauck & Aufhäuser (Schweiz) AG has made an international name for itself in the field of ethical investments especially. Investments are screened using an “ethical filter” jointly developed by an Ethical Committee, whose members come from a multidisciplinary background. This independent body monitors compliance with ethical criteria. For example, investments are not permitted in companies active in the areas of armaments, tobacco or alcohol, or which tolerate child labour in their production process.
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Hermes is a multi-boutique asset manager comprising a series of specialist investment partnerships with a truly long-term and responsible approach to delivering investment returns. We offer our clients the best combination of specialist investment teams and products along with a robust operating platform from which to operate.
Hermes offers investment solutions which range from alternative strategies such as private equity, fund of hedge funds, commodities and our engagement focus funds to real estate, fixed income and specialist equity products. Additionally, we help pension funds meet the highest standards of responsible long term ownership through our innovative Equity Ownership Service.
Hermes is the principal investment manager for the BT Pension Scheme (BTPS) which is also the 100% owner of Hermes. This relationship gives us a long-term parent whose requirement for investment excellence is perfectly aligned with that of our other clients and provides a privileged insight which informs our product development.
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Jabre Capital Partners S.A. (JABCAP) is an investment management company incorporated in Geneva, Switzerland, that currently employs more than 50 people and manages both alternative and traditional investments strategies.
JABCAP offers investment management services, which includes Cayman-based collective investment schemes, UCITS III regulated funds, individually managed accounts, as well as discretionary investment management services to private clients.
The Firm is authorised by the Swiss Financial Market Supervisory Authority (FINMA) to act as asset manager of collective investment schemes according to Articles 13 § 4 and 18 of the Swiss Federal Act on Collective Investment Schemes (CISA). As such, the Firm is subject to the direct supervision of FINMA with regard to the prevention of money laundering according to the Swiss Federal Act on the Prevention of Money Laundering in the Financial Sector. Further, the Jabre Group is supervised on a consolidated basis by FINMA.
JABCAP is a member of the Association Suisse des Gérants de Fortune (ASG), a professional organisation of independent asset managers in Switzerland, the Swiss Funds Association (SFA) as well as a member of the Alternative Investment Management Association (AIMA).
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Kempen Capital Management N.V. (KCM) is a fully owned subsidiary of Kempen & Co. Kempen & Co conducts its asset management activities under the brand name KCM.
KCM is a specialist asset manager with a pronounced investment style in European equities, bonds and real estate funds for various institutional investors, foundations and high-net-worth individual clients. They also offer comprehensive fiduciary investment solutions and select investment boutiques for clients. KCM aim to achieve the best possible investment performance and work with highly specialised investment management teams. KCM is subject to the supervision of the Netherlands Authority for the Financial Markets (AFM).
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Kepler Capital Markets is a leading pan-European investment firm with its headquarters in Paris. The independent company, which has branches in various financial centres in Europe and the USA, offers local expertise on a European platform. The Asset Management team at Kepler Capital Markets sees itself as a provider of alternative assets/absolute return products which aims to offer its clients convincing, sustainable and largely uncorrelated alternatives to traditional equity and fixed income bond products.
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Limestone Investment Management (LIM) is a specialist Emerging European fund manager based in Tallinn. The company was founded in 2007 and is majority owned by its managers who have on average over 13 years of experience from Eastern European capital markets. The home region and investment universe, Central and Eastern Europe, is one of the most dynamic investment markets in the world.
Limestone is one of the very first New Europe based investment managers that integrates the concepts of socially responsible investment and sustainable development into fundamental research process as essential factors for long term performance and risk management.
Our flagship fund - New Europe SRI- is Luxembourg domiciled, UCITS III compliant long-only equity fund that invests in Central and Eastern European companies that offer good opportunities for capital appreciation and meet the Fund`s investment and social criteria. The fund invests in listed stocks of companies based or operating in New Europe – the new EU members and member candidates.
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LOYS AG is a global equity fund management company based in Oldenburg; its fund management activities are controlled from Chicago. As a premium provider in the global equity fund segment, LOYS AG focuses on targeting and exploiting its competitive advantages. The LOYS culture is characterised by internationality and independence.
The owners, fund managers and staff at LOYS invest their own money in LOYS funds. The investment philosophy practised at LOYS is focused on the conservative management of investments in a process that is organised as follows: based on a thorough company analysis, the acquisition strategy for the fund assets concentrates as far as possible on shares that appear significantly undervalued. Each equity is individually weighted, the primary criterion here being the attractiveness of the company in absolute terms, which is measured against a calculation of the degree of undervaluation. The make-up of the fund assets is based exclusively on the number and attractiveness of the available equities. If no or not enough investment opportunities appear attractive, the decision is made to hold liquidity accordingly.
Founded in 1995, LOYS now manages an equity fund volume of some EUR 500 million. As a financial services provider licensed under the German Banking Act, LOYS is subject to the supervision of the German Federal Financial Supervisory Authority (BaFin).
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Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment and funds management services.
Macquarie's main business focus is making returns by providing a diversified range of services to clients. Macquarie acts on behalf of institutional, corporate and retail clients and counterparties around the world. Founded in 1969, Macquarie operates in more than 70 office locations in 26 countries. Macquarie employed approximately 12'700 people at 31 March 2009.
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MET Finanz specialises in meeting the requirements of high-net-worth private clients and their financial advisors and has a wealth of experience in fund asset management dating back to 1991. MET Finanz was established in 2003 and consists of a team of independent financial analysts and advisors. The fund managers are confident in their ability to build up and safeguard assets for their investors with ever greater success.
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Since 1993, the Luxembourg-based investment company MK Luxinvest S.A. has been particularly active in establishing label funds for external partners in a diverse range of legal forms.
In 2009, the company was sold to the Top Ten Group and a long-standing partner in Switzerland and Germany. It thus continues to operate independently from banks and insurance companies as a partner in white label business.
Thanks to its efficient structure, the company is able to offer extensive support to fund projects. Focusing in particular on the difficult start-up phase of a newly launched fund, MK Luxinvest S.A. can provide solutions that make it easier for you to take the first steps towards a successful future. Partners can also take advantage of the network offered by the Top Ten Group, without having to deal with the expectations of banks or insurance companies as owners.
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Pareto is a leading, independent player on the Norwegian market for financial services. The group has offices in major Norwegian cities, as well as in Singapore, Sweden, Finland and New York. Pareto was founded at the tail end of 1985. The group has 480 employees and shareholders’ equity of close to NOK 3.3 billion. The primary focus is businesses and industries where Norway enjoys particular advantages, like oil, oil service, shipping, commodity and fish.
Pareto Forvaltning, the asset management division, was originally established in 1995 with the intention to manage the Pareto groups’ internal assets. Today, some ten percent of the AUM belongs to Pareto entities and employees, whereas the external investment base is primarily institutional and HNWI's. The investment philosophy is conservative and value-based, and the product range is narrow with the policy to only offer products in which Pareto invests its own assets.
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With more than fifty employees, the Plenum Group is a highly specialised and growth-oriented financial services group, active in securities trading, asset management, fund management and insurance. As a financial conglomerate and fully integrated financial services provider, the Swiss-based Plenum Group handles assets worth over 1.2bn Swiss francs.
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Principal Global Investors manages assets for sophisticated investors around the world. They manage assets primarily for public and private pension funds, investment banks, foundations & endowments, central banks, life insurance companies, multi-manager platforms, sovereign wealth funds, as well as retail investment trusts. Their investment capabilities encompass a range of equity, fixed income, and real estate investments as well as specialized expertise in currency management, asset allocation, stable value management, and other structured investment strategies. Their multi-boutique strategy enables them to provide an expanded range of diverse investment capabilities through their network of specialized groups and affiliates.
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Quantex AG is doing portfolio management for private and institutional clients and is managing its in-house mutual funds. Quantex was founded March 1st, 2003. They are authorized by the Swiss Financal Market Supervisory Authority (FINMA) to market the funds in public. The founders of the company, Heinz and Pascal Horn, formed a team of experienced portfolio managers and investment professionals, who stand for the successful implementation of the investment strategies.
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The Basel-based asset management company “Riedweg & Hrovat AG” was founded in 1997. Its four managing partners all have many years of experience and are proven specialists in asset management and investment. As well as providing comprehensive financial services for private and institutional clients, the company has already been managing investment funds for the Luxembourg-based investment company “RH&PARTNER Investment Funds” for more than ten years with great success. In collaboration with a scientific advisory board under the leadership of Prof. Albert E. Fischli, it also manages funds such as the “RH&F Global Life Sciences Fund”, which invests in biotechnology and pharmaceutical companies and is one of the best products in its asset class.
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SKAGEN Funds is an independent and partner owned Scandinavian management company with a long and successful history in managing equity and fixed income funds. The company was established in 1993 and is based in Stavanger, Norway. Since start-up the company has grown to become one of the largest fund management companies in Norway with increasing activities in the UK, Netherlands and the rest of Europe. As of the end of December 2010 the company manages approximately EUR 14 billion.
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TBF was set up at the beginning of the year 2000. After three years of designing and developing the database, it took on its first fund mandate in October 2002. The company’s core activities in the past few years have focused on the development of its database and, building on this, the further development of the investment process. During this time, TBF has established itself as a leader in the quant analysis market. TBF produces customised portfolios and hedging strategies for institutional fund assets owned by insurance companies, pension funds, umbrella funds and private banks.
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