Bantleon is a specialist for economic cycle-based and rule-based asset management as well as Master Management Company services
Bantleon is a specialist for economic cycle-based and rule-based asset management with a focus on capital preservation combined with attractive returns as well as a provider for excellent Master Management Company (ManCo) Services. The team behind comprises experienced portfolio managers and quantitative analysts as well as some of the world's best macroeconomic analysts. Based in Switzerland and Germany, Bantleon’s more than 140
professionals manage approx. EUR 24 billion (CHF 22 billion) in mutual funds and segregated accounts (AuM). The total assets under administration (AuA) amount to approx. EUR 41 billion (about CHF 38 billion). Our investors include insurance companies, industrial companies, pension providers, banks, saving banks, family offices and distribution partners in German-speaking countries, Italy and Spain.
Focus on active risk management
Bantleon's core competence is the identification, evaluation and economic cycle-based management of all relevant risk factors in the global bond and equity markets. In addition, forecast-independent, rule-based management approaches are implemented. Combined with in-depth stock selection and quantitative risk management, the result are risk-reduced portfolios that provide attractive returns. The range of actively managed strategies thereby comprises high-quality bond and equity portfolios, systematic multi-asset strategies as well as risk overlay concepts and market-independent alternative return sources. In addition, we have many years of expertise in passive tracking of global equity indices. Due to a strong focus on sustainability, numerous »Bantleon Investment Funds« comply with Article 8 plus or Article 9 and are FNG-certified. We act by conviction – and have invested a large part of our own capital in »Bantleon Strategies«.
Master Management Company with time and quality advantages
In addition to the pure service function of a ManCo for segregated accounts, we also take on the management of selected sub-funds. As a medium-sized Master ManCo, we achieve time and quality advantages over large companies with our flexibility in the implementation of individual investor requirements. This is proven by the numerous awards we have received in the TELOS satisfaction studies.
