Strategic Questions 2021/22
What questions should your asset manager have a good answer to this year?
"What if..."
Are your financial goals secured in all scenarios?
Will the financial markets continue to rise or will the big correction come. Nobody knows. Scenarios help to ensure that one's goals are achieved, no matter what happens. Four scenarios are currently in focus: Business as usual, Japan, Inflation, Upheaval. More details
China
Are your asset managers prepared for an investment world with China?
Together with the USA, China is by far the most important economic power. Investments in Chinese stocks and bonds account for only a very small share of most asset managers' portfolios. How does your asset manager deal with this issue? More details
Inflation
Do your asset managers make sufficient provision for rising inflation?
Inflation has risen significantly in recent months. Whether, when and to what extent inflation will rise in the coming years can unfortunately only be forecast very imprecisely. How does your asset manager deal with the risks and what precautions has he/she taken? More details
Concentration Risks
How does your asset manager deal with concentration risks?
Concentration in global stock market indices has increased enormously in recent years. The one-sided dominance of American stocks is particularly striking. In this context, the question arises whether the investment guidelines or the Strategic Asset Allocation (SAA) of your asset manager is also suitable for achieving the objectives in the future. What does your asset manager think about the concentration risks and any changes that might call the investment approach into question? More details
Sustainability
Do your asset managers think sustainably enough?
The topic of sustainability has gained a lot of attention in investments in recent years. In asset management, various sustainability ratings have become established, which classically cover the problem areas of environment (E=Environmental), social (S=Social) and management (G=Governance). Unfortunately, many approaches are more marketing than a real examination of the topic. What is your asset manager's position on this and which ESG approaches are incorporated into your portfolios? More details
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