FINVIA Asset Management
Excellent strategy for liquid investments
Invest in liquid asset classes with FINVIA
The facts
- Professional asset management of liquid asset classes via global, broadly diversified and cost-efficient ETF strategies
- Curated ETF strategies with the FINVIA factor supplemented by individual, segment-specific investments
- Proven investment process of the experienced FINVIA CIO-Office
- ETF wealth management from 1 million euros
Liquid investments
The FINVIA ETF strategy
Liquid investments with the FINVIA factor
Globally positioned, simply structured and maximally diversified, our FINVIA ETF strategies offer you access to the most attractive liquid investment opportunities. Carefully selected and compiled by our CIO office and embedded in our overall FINVIA strategy, our ETF strategies enable cost-efficient investing in liquid assets - with the FINVIA factor.
Thanks to our modular approach, our passive ETF strategies can be supplemented at any time with individual or recommended segment-specific investments from renowned wealth managers.
FINVIA ETF modules
Excellent mandates
for all needs
Our ETF strategies are the result of decades of experience and analytical skills of our experts and the clear, long-term focused strategy of our investment committee. As a passive replication of the capital market, they cover a wide range of approaches and form the basis for your investment success in the area of liquid investments .
The FINVIA investment process
Constant Analysis
for best results
By continuously analyzing long-term trends and short-term developments as well as constantly optimizing your strategic investment ratios, we ensure that your liquid investments always develop in the best possible way.
We keep your assets in sight at all times
Our capital market experts have analyzed global market developments always in focus and form well-founded opinions on the expected returns and risks of all asset classes. Although our forecast horizon is very long-term, our expertise enables us to react quickly and effectively to significant market changes. This ensures the alignment of the wealth according to the current market situation and optimizes the investment strategy for our customers.
Think strategically and act flexibly
Our investment strategy is characterized by a stable and considered allocation that remains relatively constant over long periods of time. We only make changes to the portfolio composition when significant changes in the market require it. In such cases, we act quickly and flexibly to wealth our customers optimally realign
In the long term, ETFs are usually superior
Active funds typically show higher trading activity, which is associated with transaction costs. In addition, asset management fees for active funds are usually significantly higher than for ETFs.
When comparing both options over the long term, it becomes increasingly clear that active management often does not provide any additional benefit outside of specific market constellations.
Active management in the right market
Active management can be particularly valuable in certain market segments. In emerging markets, it often promises additional added value, as these markets are less efficient and local expertise can be used. Advantages are also visible in small-cap stocks, as smaller companies are less frequently covered by analysts and thus opportunities exist for informed investors. In addition, active management can offer decisive added value in special situations such as turnarounds or takeovers that passive approaches do not offer.
