Seventh Performance Project of the Fuchs | Richter Auditing Body

Kaiser Partner Privatbank AG is participating for the first time in a performance project conducted by the Fuchs | Richter auditing body. Over a period of five years, a total of 43 banks and asset managers based in German-speaking countries will be compared with one another as they manage the assets of a private client in accordance with the client’s requirements. An ETF portfolio consisting of six ETFs is also used as a benchmark to be outperformed.

Asset management is a marathon, not a sprint – and that principle also applies for this performance project. Nevertheless, three months into the competition, we can pause the stopwatch and take a preliminary look at the performance ranking: after the first quarter, we are in a good intermediate position, coming in at fifth place, and we are also beating the benchmark. This demonstrates that active asset management can provide added value for clients. Added value is reflected in particular in an investment strategy that remains robust even in difficult times, a forward-looking tactical approach to asset allocation, and a targeted selection of securities.

 

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