Clear insight helps with sound decision-making

Our knowledge and continuous exploration of the global real assets markets give us our direction for the strategy, selection and monitoring of our portfolios. Carrying out thorough research enables us to identify and proactively share the opportunities and risks that we find. This is how we gain the insight that helps build futureproof portfolios and form the basis for sound decisions.

Why invest in real assets?

• Investment in real assets such as real estate and infrastructure offer a stable, attractive returns and are a protection against inflation.
• Investment in real assets (in addition to shares or government and corporate bonds) produce diversification within investment portfolios. This helps spread risk and ensures an even balance in portfolios.
• Real assets are responsible for a large proportion of global CO2 emissions. With the right ESG strategy, an investment can actively contribute to an increase in sustainability and social involvement.

Utilising potential and avoiding risks

Being able to see long-term trends is crucial for a futureproof investment portfolio. That is why our research goes deep into macroeconomic developments and market movements, while also investigating its impact on investment portfolios. That is how we can utilise the potential upsides and strive to protect investments against downside risks.

We help with forecasting and reporting

Research is the core red thread that runs through everything we do. This is true of the investment strategies we develop, and in the composing, monitoring and management of our portfolios. We use advanced tools and systems to find the best investments and to carry out performance analyses. And we proactively share the data we collect and the insights we gain in periodical reports.