For us, transparency is not a buzz word, but the principle of our actions. Thus, our clients can follow all decisions within the investment process.
Controlling reliably and conveniently
Specialised management, carefully selected individual securities and maximum controlling support: The »Bantleon Funds« are optimised for the requirements of institutional investors which include every sixth German savings bank and larger co-operative bank as well as DAX industrials, pension funds and insurance companies. The regulations of the funds are specifically designed to be simple and transparent. The impressive controlling service of Bantleon makes them much easier for investors to monitor than a portfolio consisting of a large number of directly-held securities.
The funds’ holdings, figures and cash flows are prepared in such a way that they can be entered in or imported into all current IT systems. Additionally, investors can view all the specified reports online at the Bantleon customer portal. Integration with present-value controlling is also convenient and is optimally supported by co-operation with all the current software suppliers.
Structured presentation of the analytical results
The most important information is weekly summarised in the Financial Market Monitor and made available to the institutional investor.
- What about the development of the economic growth?
- What about the change of the inflation climate in this environment?
- Which options for action result from this monetary policy?
- Which scenarios are priced?
- How to evaluate the technical state of the market?
The Financial Market Monitor does not serve for sales animation. It is an important basis of decision-making for the individual management methods of Bantleon. The »Strategic Forecast« summarises the results of the investment committee meetings.