SOLUTIONS from
LION VALUE PARTNERS

ASSET MANAGEMENT

What do we understand
under asset management?

Asset management is the art & science… 

…to develop a holistic strategic perspective

Asset management is the art & science… 

…to adjust the investments to predefined goals

Asset management is the art & science… 

…to plan value-driven asset allocation

Asset management is the art & science… 

…to balance the risk against the performance

OUR ASSET ALLOCATION IS

crafted for different risk profiles

Created with Highstock 5.0.92049-03

 

Cautious structure

Cautious investor's profile differs only slightly from the conservative. To this end, a small part can also flow into equities. Most of these are securities issued by large and established companies.

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OUR INVESTMENT UNIVERSE

We invest in public & private markets

Public Investments

Fixed Income

Fixed Income

Corporate Developed
Corporate EMMA
Govt EMMA
High Yield
Inflation Protected

Equities

Equities

US Equities
Europe Equities
Asia Equities
EMMA Equities

Alternative Investments

Alternative Investments

Private Equity
Commodities
Real Estate
Infrastructure

Cash

Cash

Developed Currency
EMMA Currency

Private Investments

Real Estate

Real Estate

Developed Markets
Emerging Markets

Infrastructure

Infrastructure

Developed Markets
Emerging Markets

Private Equity

Private Equity

Business Angels
Venture Capital

Commodities

Commodities

Various

OUR INVESTMENT PROCESS

is a proven way for success

1

Investment opportutinities
Generate investment ideas

2

Research
Analize risk and return of investment ideas

3

Investment thesis
Create investment thesis

4

Approval
Investment commitee approval

5

Portfolio construction
Create portfolio
Check where it is usable

6

Portfolio monitoring
Ongoing monitoring and reporting