Investment strategies 2018-01-31T19:25:43+00:00

OUR ASSET MANAGEMENT STRATEGIES
– THE MIXTURE IS THE ESSCENCE

We have multiple option -all for your own profit.

Our Portfolio Managers work together in expert groups/investment teams. This ensures that each investment that is accepted into our investment universe is checked multiple times and examined all over – for your safety. We manage your assets “opportunistically”. This means the permanent scrutinizing of our strategy, while we do not insist on procedures which although efficient in the past, have outdated the current market situation. This is the only way how we can minimize our overall risk, because a “static” approach can easily fail to meet the intended objective. Our tailor-made solutions are in-house”conceived, implemented and controlled. Our aim is to realize opportunities for our customer portfolio and to prevent risks from taking over. Only then we will be able to propose asset investment to our Customers. Investments are dynamically adapted and optimized for both the static variables (see the Portfolio Browser below: investment amount, cashflow, risk) and the product composition (for ex. adjustment of the selected securities, etc.) – of course we place high value on transparency for our Customers and inform them on each decision.

What is now the best mixture for me?

Within the scope of our asset management, the following financial instruments are available:

Active Bond Management
Equity Allocations for branches and federal states with ETFs
Our house-made Investment Fund
Portfolios with Shares and Stock Options
Management of listed derivative positions (alternatives)

ICM ONE OF THE TOP 10 BEST PERFORMING
ASSET MANAGERS OVER A FIVE-YEAR PERIOD

Our constant search for better strategies and solutions has paid off: In the magazine Wirtschaftswoche the ICM InvestmentBank AG ranks fifth among the best performing asset managers over a five-year period. By no means an excuse for us to rest on our laurels, but a stimulus to reach an even better performance for our Customers.

Source: MMD, BaFin, 01.01.2012 bis 31.12.2016

OUR PORTFOLIO BROWSER

With us you will find the unique combination of independent asset management and advanced technology for easy access, high transparency and maximum safety.

Out of 216 investment options we will jointly determine a suitable investment strategy for your assets. You can decide yourself on the investment amount, payout and risk class and experiment which strategies and documents we use.

Additionally, we offer detailed information and a minimum track record of 12 months. This way you can trace back the historical values on the performance and risk utilization in accordance with your filter positions. We will then send you an email with your personal investment mix.


START HERE


*To your asset strategy within 3 minutes

ACTIVE BOND MANAGEMENT

We offer you an active management – also for fixed-interest bonds,  since long gone are the times when only a simple “security bond” was required for a custody account.

We combine your information on the investment volume, risk budget and required cashflow with our expertise in countries, branches, companies and the distinct bond types in order to develop an individual bond portfolio, which is able to obtain revenues in the most different market conditions. Our bonds portfolio has another advantage: We diversify our asset management into a series of bonds, because – different from other parties – we are not obliged to focus on minimum denominations. This is how we avoid cluster risks.

Which bonds support my strategy?

BRANCH AND LÄNDER EQUITY ALLOCATIONS WITH ETFS

Our ETF based equity fund portfolio was initiated in April 2008. The strategy focuses on the quantitative research by the Canadian Research company in Montreal. This complement our own approach and in-house analysis.
With low volatility and temporary hedgings we have obtained a 116.88% growth since the launch of the program. In the same period, the MSCI Welt benchmark index in Euro rose by 71.19 %. Our success is based on the permanent monitoring and constant adjustment in accordance with the market changes.

TO THE PORTFOLIO BROWSER


*To your asset strategy within 3 minutes

OUR ASSET MANAGING INVESTMENT FUND

All our asset managing investment funds are actively managed by us – with distinct strategies. Buy and hold is the rule, since the structure between and within the different asset classes is permanently adapted to the market situations and assessments.

Successful portfolios are characterized by diversification, because the risks remain manageable. Therefore, each of our portfolios includes at least 10 securities. This wide variety is reflected in how we manage our fund:

  • Leonardo UI Fund: > details

  • Alexander von Humboldt Emerging Markets Fund: > Details

  • Bachelier UI Fund: > Details


Do I need shares in my portfolio?

PORTFOLIOS WITH SHARES AND STOCK OPTIONS

Our internationally oriented share universe is continuously updated by our own investment team. The 15 shares adopted into our Customer Portfolio are based on the premiss that they perform better than the rest of the peer group. The same applies to the supplementary implementation of stock options. This allows the timely adjustment to changing market conditions. Focusing on risk management has the priority over personalization.

Do I need shares in my portfolio?


*To your asset strategy within 3 minutes

MANAGEMENT OF LISTED
DERIVATIVE POSITIONS (ALTERNATIVES)

What do ICM alternatives offer you?

Access to markets that were difficult to access for customers

Multidirectional long – short strategies in rising and falling markets.

Illustration of own prognosis in complex derivative strategies

Selection of asymmetric profit-loss scenarios with positive profit-loss relationship

Ex ante definition of maximum loss

Direct investment of listed derivative positions (no OTC, no certificates, no CFDs, no other instruments issued by third parties)