Webinar on 26 June 2024, 02.00 – 03.00 pm
Why strategic asset allocation matters
Long-term opportunities for investors through strategic asset allocation and multi asset strategies against market uncertainties
Required
Speakers and content
Kurt Schappelwein, Head of Multi Assets and Deputy Chief Investment Officer at Raiffeisen Capital Management will present the significance, the philosophy as well as the implementation of our strategic asset allocation and will discuss which asset classes we consider attractive in the long term.
Analysis of the input factors and the significance of the anti-cyclical investment approach for our strategic asset allocation.
Evaluation and positioning: Which asset classes does the multi-assets-team currently consider to be attractively valued in the long term?
Implementation: Presentation of different multi asset strategy solutions from Raiffeisen Capital Management and portfolios based on the strategic asset allocation.
Together with his team, Kurt Schappelwein is responsible for Raiffeisen Capital Management's market strategy as well as the company's strategic and tactical asset allocation. As a senior fund manager, he manages multi asset solutions for institutional investors as well as mutual funds.
The webinar will be hosted by Omar Hatahet, key account manager institutional business international.
Raiffeisen-Nachhaltigkeit-Rent: No need to fear the interest rate turnaround
It has frequently been a topic of discussion for quite some time now, sometimes as a source of hope and sometimes as a cause for concern: the “interest rate lift-off”. Now it is finally here and has resulted in hefty price fluctuations and yield movements. Raiffeisen-Nachhaltigkeit-Rent seeks out and takes advantage of opportunities in precisely such turbulent phases on the bond markets.
Participating in the comeback for bond yields
Raiffeisen-ESG-Income is a broadly diversified, mixed fund that invests globally according to sustainability criteria. Its goal is to generate the most constant returns possible.
The investment strategy permits the fund to predominantly (relative to the associated risk) invest in derivatives.
The fund regulations for Raiffeisen-ESG-Income and Raiffeisen Sustainable Bonds were approved by the FMA. The Raiffeisen Sustainable Bonds may invest more than 35 % of the fund's volume in securities/money market instruments of the following issuers: France, Netherlands, Austria, Italy, United Kingdom, Sweden, Switzerland, Spain, Belgium, United States, Canada, Japan, Australia, Finland, Germany. Raiffeisen-ESG-Income can invest more than 35% of its assets in securities and money market instruments from the following issuers: Canada, the United States of America, Japan, Australia, Germany, Finland, Belgium, Spain, Switzerland, Sweden, Great Britain, Italy, Austria, the Netherlands, and France.