Specialised or universal?

Investment management uses seven specially developed management methods, both for own investments and the »BANTLEON BondFunds« and »BANTLEON SpecialFunds«. This focus creates a basis for good and reliable results.

Manager or custodian?

BANTLEON BANK AG has itself invested a large proportion of its capital using the income·protect™ concept and, like all other institutional investors, is looking for continuous, stable earnings. Here, »Absolute Return« and »Total Return« are not marketing concepts but clearly communicated and defined and practically implemented investment management objectives.

Ongoing or periodic?

Quarterly principle meetings, monthly and weekly Investment Committee meetings are the basis for the success of investment management. However, earnings can only be maximised by a willingness to take lasting decisions and portfolio optimisation measures.

Continuity or cult of personality?

Continuous success is the result of »Integrated investment management«. Investment managers and analysts work directly together at BANTLEON BANK AG. Market experience and analysis skills complement one another in an optimum way and are a perfect match. The ownership structure, short decision-making paths and the policy of giving people responsibility for their actions create a corporate culture with a high level of staff loyalty and continuity.

Transparency or unmanageability?

The success of investment management can be evaluated on a daily basis by looking at the way in which fund performance develops. The reasons for investment decisions and the current fund alignments are explained to investors in the weekly Financial Market Monitor and Management Monitor. The investment managers report on their activities in monthly fund reports. In addition, major investors receive an investment report showing all the realignments of the funds as soon as decisions are implemented.