hedge funds

hedge funds

Success through diversity

With FINVIAinvest in hedge funds

The facts

  • Optimal strategy selection with the support of our hedge fund experts
  • Expert advice and intelligent integration into your portfolio
  • Transparent, up-to-date controlling and reporting via the FINVIA Cockpit

Diverse strategies and high flexibility Returns independent of capital market developments

By far the best-known alternative alternative asset classhedge funds are an integral part of many portfolios. The variety of investment strategies pursued by hedge fund managers makes hedge funds a very flexible asset class with the potential for high returns. The broader investment spectrum compared to traditional funds enables more efficient risk diversification and can help to reduce the overall volatility of portfolios and thus achieve higher, risk-adjusted returns.

Returns in all market phases

By focusing on absolute returns, irrespective of capital market developments, hedge funds can generally generate income in almost all economic scenarios by investing in a wide range of different assets, using short sales and leverage effects through borrowing. The fact that hedge fund managers generally invest their own capital also ensures that the funds' interests are closely aligned with those of investors. Against this backdrop, hedge funds have also established themselves as a popular investment instrument among institutional investors in recent years.

Excellence in hedge funds

With the exception of ultra high net worth individuals, it has often been difficult for individual investors to access hedge funds in the past due to high minimum investment amounts, limited liquidity and a lack of publicly available information. With FINVIA, you have the opportunity to invest in this complex but promising asset class and benefit from our experts' decades of experience.

hedge funds

FINVIA and hedge funds The figures

More than

1

billion € invested capital

in alternative investments

More than

25

Years of experience

in alternative investments

More than

60

Successfully subscribed funds

in alternative investments

hedge funds

Funds for all casesDifferent strategies for different needs

We offer you a global hedge fund program that covers all established regions with North America, Europe and Asia. Our focus is on four hedge fund categories:

Long/short equity

Funds that focus either on the rise (long position) or fall (short position) of share prices . This strategy is often also offered in a market-neutral (e.g. beta-neutral) context.

Event-Driven

Fund with a focus on companies in exceptional situations. Experience shows that dramatic events in a company have a greater impact on the share price than the general economic environment justifies.

Global Macro

Fund with a global, macroeconomic focus. Returns are achieved by anticipating and exploiting broad global economic developments.

Relative value

Relative value or arbitrage managers implement strategies that exploit price differences between at least two or more related securities.

Equity hedge

Higher market sensitivity

Lower borrowed capital

Event driven

Active vs. Passive ...
Equity vs. Credit ...
Activist vs. Distressed ...

Multi-Strategy

Discretionary vs. Systematic ...
CTA, Asset Allocation ...
Spread vs. Trendd ...

Relative value

Lower market sensitivity

Higher debt capital

Global Value

Investment strategy

How hedge funds becomebecome part of your portfolio

Our proven advisory approach ensures that your portfolio makes the best possible use of the advantages of hedge funds and other alternative asset classes in the best possible way:

  • Together with you, we will develop an investment strategy that is tailored to your individual needs and wealth tailored to your needs.
  • Based on your strategy and your planned investment volume, we identify the optimum investment structure for you (multi-manager, single fund or managed accounts).
  • Together with you or on the basis of your criteria, we examine and select the best funds for you.
  • We take care of the entire subscription process and, if necessary, the return of the units.
  • Our digital reporting with all relevant key figures and documents keeps you up to date on your investments at all times.

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