A
rigorous, systematic selection procedure with a consistent logic regarding the
profit and risk aspects, is the basis of the investment process – a process we
call fund assessment.
The
optimal selection of target institutional funds as investments for the various
funds of the Deutsche Finance group
is the basis for the success of these funds. Consequently when selecting
investments an extremely high standard is set for the strategic management
approaches for the various target funds.
The
expertise and strategic know-how of experienced specialists, all with an
excellent track record, is bundled within Deutsche
Institutional Advisors GmbH. These specialists use their outstanding
international network of connections with initiators of target institutional
funds, and concentrate on providing advice for innovative financial strategies
and at the same time ensure access to institutional products with only limited
availability to the market at large.
The
basis for investment consulting for the Deutsche
Finance group funds is the development of strategies taking adequate
consideration of risks (balanced profit/risk ratio), a selection of suitable
target investments, due diligence analyses for these investments and finally
transparent reporting and controlling procedures.
Since
its formation, the Deutsche Institutional
Advisors team has for example in the course of creating a portfolio for a
client reviewed to date the suitability of more than 700 institutional funds
with a total volume of more than €140 bn, and also carried out due diligence
analyses for more than 120 funds, and placed investments of approximately €2.6
bn in more than 60 institutional funds. In 2007, for the first time in the
history of the IPD Real Estate Awards, five awards were made to the same
company, in this case the management team of Deutsche Institutional Advisors.
Fund Assessment Board
The
Fund Assessment Board plays an important role both in developing the investment
strategies of all Deutsche Finance group
funds and in the selection process for target institutional funds. The Fund
Assessment Board advises the senior management of Deutsche Institutional Advisors GmbH in the course of the
investment processes and consists of external highly competent and independent
members with many years of experience in the field of institutional capital
investments, in particular for portfolio formation and management.
Selection system
- Identification of possible target
institutional funds on the basis of the investment strategy
- Preliminary analysis of the suitable
target institutional funds using the fact sheet
- Sending off the questionnaire for
investment evaluation to the funds managers of the target funds for
detailed fund evaluation
- Carrying out interviews with the funds
managers of the target funds (for checking plausibility of the answers in
the questionnaire)
- Commencing the due diligence analysis for
the most promising target funds
- External expert legal and tax opinions/reports
on the target funds
- Analysis of all relevant data and facts of
the target funds as a fact book
- Investment recommendation and concluding
the contract