DO YOU BELIEVE IN ETFs AND PASSIVE INVESTMENT STRATEGIES?<\/span><\/h1><\/span><\/div><\/div><\/div>\nWe too. But not constantly and not everywhere. As ETF-based strategies cover only 50% of bonds, for example. You should make better use of this opportunity. You want to know how? Click here for the investment process on the ecample of bonds >>
\n<\/a><\/b><\/p>\n<\/header>\n<\/div>Foundations<\/h2><\/div><\/div>\nActive asset management taking into account the foundation’s requirements.<\/p>\n<\/div><\/div><\/div>
<\/i><\/div>Associations<\/h2><\/div><\/div>\nBest possible combining of interests through professional investment strategies.<\/p>\n<\/div><\/div><\/div>
<\/i><\/div>Companies<\/h2><\/div><\/div>\nWe take care of your liquidity management and optimize your cash flows.<\/p>\n<\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/span>FOUNDATIONS<\/p><\/h1><\/span><\/div><\/div><\/div>Private and public foundations are among our customers.<\/p>\n<\/div>
<\/i>Foundations - a question of good style<\/h4><\/a><\/li><\/i>Internal expertise<\/h4><\/a><\/li><\/i>Our expertise<\/h4><\/a><\/li><\/i>Market environment and responsibility<\/h4><\/a><\/li><\/i>Hybrid model ICM<\/h4><\/a><\/li><\/i>Specialization - Liquidity ratios<\/h4><\/a><\/li><\/i>Risk management and control<\/h4><\/a><\/li><\/ul><\/div><\/i>Foundations - a question of good style<\/h4><\/a><\/li><\/ul><\/div>\nHow do you act as a foundation committee with regard to the tension that exists between stock and profit orientation? How do you manage your foundation in relation to the selection of investment products, and how do you deal with investment risks? Which internal foundation competencies make the decisions, and which supervisory bodies monitor the decisions? Is external expertise used to safeguard independence and improve quality?<\/p>\n<\/div>
<\/i>Internal expertise<\/h4><\/a><\/li><\/ul><\/div>\nFoundations hardly have the opportunity to invest in their own active asset management. The associated costs in relation to the achievable yield are too high. In addition, internal solutions lack the diversification of usable expertise to achieve independent investment strategies. Most foundations base their investment decisions on three aspects:
\n\u2022 the goal of capital preservation
\n\u2022 a definition of asset classes
\n\u2022 a definition of risk parameters
\nMost foundations consider the goal of capital preservation as the most important thing.<\/p>\n<\/div>
<\/i>Our expertise<\/h4><\/a><\/li><\/ul><\/div>\nIn addition to the Group-independent asset management approach, ICM also attaches importance internally to independent and departmental investment committees to guarantee the quality of service. In principle, meeting minutes of the investment committees provide the highest level of pre- and post-trade transparency and thus form the basis for bringing together the investment opportunities developed at the foundation level. As a result, the foundation committee benefits from optimally suitable reporting for efficient compliance with the regulatory body functions at the foundation level.
\n\u2022 Targeted use of the potential for the realization of the Foundation’s purposes
\n\u2022 High portfolio diversification through five independent investment committees
\n\u2022 Specification of foundation requirements: target – asset classes – risk parameters
\n\u2022 Consideration of social, ecological or ethical criteria in the sense of the purpose of the foundation
\n\u2022 Improvement opportunities, especially with regard to the control and monitoring mechanisms
\n\u2022 Compliance with the responsibility with regard to the legal obligations of the foundation<\/p>\n<\/div>
<\/i>Market environment and responsibility<\/h4><\/a><\/li><\/ul><\/div>\nWhile at the typical interest rates of the 1990s, the preservation of the foundation’s assets could still be realized by investing in fixed-income securities, such a conservative investment strategy was no longer possible since the turn of the millennium. Despite this realization, the majority of foundations have so far not rethought their investment behavior. With their proven, security-focused investment strategies, many foundations no longer manage to reconcile the goals of security, wealth preservation and sufficient income in the interest of all parties. In the current market situation, the preservation of the fund capital can only be guaranteed through active portfolio management. A failure to increase assets, for example on non-interest-bearing accounts, is a possible violation of the obligation to maintain the capital value.<\/p>\n<\/div>
We too. But not constantly and not everywhere. As ETF-based strategies cover only 50% of bonds, for example. You should make better use of this opportunity. You want to know how? Click here for the investment process on the ecample of bonds >> Active asset management taking into account the foundation’s requirements.<\/p>\n<\/div><\/div><\/div> Best possible combining of interests through professional investment strategies.<\/p>\n<\/div><\/div><\/div> We take care of your liquidity management and optimize your cash flows.<\/p>\n<\/div><\/div><\/div> FOUNDATIONS<\/p><\/h1><\/span> Private and public foundations are among our customers.<\/p>\n<\/div> How do you act as a foundation committee with regard to the tension that exists between stock and profit orientation? How do you manage your foundation in relation to the selection of investment products, and how do you deal with investment risks? Which internal foundation competencies make the decisions, and which supervisory bodies monitor the decisions? Is external expertise used to safeguard independence and improve quality?<\/p>\n<\/div> Foundations hardly have the opportunity to invest in their own active asset management. The associated costs in relation to the achievable yield are too high. In addition, internal solutions lack the diversification of usable expertise to achieve independent investment strategies. Most foundations base their investment decisions on three aspects: In addition to the Group-independent asset management approach, ICM also attaches importance internally to independent and departmental investment committees to guarantee the quality of service. In principle, meeting minutes of the investment committees provide the highest level of pre- and post-trade transparency and thus form the basis for bringing together the investment opportunities developed at the foundation level. As a result, the foundation committee benefits from optimally suitable reporting for efficient compliance with the regulatory body functions at the foundation level. While at the typical interest rates of the 1990s, the preservation of the foundation’s assets could still be realized by investing in fixed-income securities, such a conservative investment strategy was no longer possible since the turn of the millennium. Despite this realization, the majority of foundations have so far not rethought their investment behavior. With their proven, security-focused investment strategies, many foundations no longer manage to reconcile the goals of security, wealth preservation and sufficient income in the interest of all parties. In the current market situation, the preservation of the fund capital can only be guaranteed through active portfolio management. A failure to increase assets, for example on non-interest-bearing accounts, is a possible violation of the obligation to maintain the capital value.<\/p>\n<\/div>
\n<\/a><\/b><\/p>\n<\/header>\n<\/div>Foundations<\/h2><\/div>
Associations<\/h2><\/div>
Companies<\/h2><\/div>
<\/i>Foundations - a question of good style<\/h4><\/a><\/li>
<\/i>Internal expertise<\/h4><\/a><\/li>
<\/i>Our expertise<\/h4><\/a><\/li>
<\/i>Market environment and responsibility<\/h4><\/a><\/li>
<\/i>Hybrid model ICM<\/h4><\/a><\/li>
<\/i>Specialization - Liquidity ratios<\/h4><\/a><\/li>
<\/i>Risk management and control<\/h4><\/a><\/li><\/ul><\/div>
<\/i>Foundations - a question of good style<\/h4><\/a><\/li><\/ul><\/div>
<\/i>Internal expertise<\/h4><\/a><\/li><\/ul><\/div>
\n\u2022 the goal of capital preservation
\n\u2022 a definition of asset classes
\n\u2022 a definition of risk parameters
\nMost foundations consider the goal of capital preservation as the most important thing.<\/p>\n<\/div><\/i>Our expertise<\/h4><\/a><\/li><\/ul><\/div>
\n\u2022 Targeted use of the potential for the realization of the Foundation’s purposes
\n\u2022 High portfolio diversification through five independent investment committees
\n\u2022 Specification of foundation requirements: target – asset classes – risk parameters
\n\u2022 Consideration of social, ecological or ethical criteria in the sense of the purpose of the foundation
\n\u2022 Improvement opportunities, especially with regard to the control and monitoring mechanisms
\n\u2022 Compliance with the responsibility with regard to the legal obligations of the foundation<\/p>\n<\/div><\/i>Market environment and responsibility<\/h4><\/a><\/li><\/ul><\/div>
![](\"https:\/\/i-c-m.de\/wp-content\/uploads\/2017\/11\/investmentprozess-stiftungen.png\")
<\/a><\/span><\/div>