„We take performance personally.“
Dr. Götz Albert
Managing Partner, CIO
Managing Partner, CIO Alternative Solutions
Lupus alpha focuses on specialised strategies and asset classes with high alpha potential away from traditional asset classes. Our aim is for our funds to remain in the first quintile of their asset class over the long term. That is why our attention is focused on achieving ambitious, transparent goals compared to an index or absolute performance goals. We can adjust our strategies flexibly to suit different risk profiles and return targets as well as our clients’ investment and ESG guidelines.
Our active portfolio management and the transparency and clarity of our products are characteristic of Lupus alpha. The systematic development of our investment strategies is also an integral part of our corporate philosophy, as it provides us with a foundation for consistently uncovering new alpha sources with sustainable quality for our clients.
As an independent and specialised asset management company, Lupus alpha is a partner and solution provider for the particular needs of institutional investors. Without the influence of an affiliated group, our sole obligation is to the specific requirements of our clients and the performance of our investment products. As we are free to select our business partners – whether in relation to trading, the depository or the investment management company – we can take advantage of the best opportunities in the market for our clients. Our own efficient German investment management company also has many years of experience in addressing the specific needs of institutional investors and provides us with an excellent infrastructure upon request.
Our range of services
With their extensive expertise, our specialists work with you to develop an investment strategy and portfolio solution tailored to your needs, one that takes into account your own requirements and those of the regulator and helps you to achieve your investment goals. To do this, we can offer you a comprehensive range of services:
- Investment management company: Our structure, with our own investment management company, enables us to offer you virtually any investment vehicle, including special funds, outsourcing mandates, mutual funds and more. We have business relationships with all relevant investment management companies and depositories and can therefore guarantee quick setup and smooth interfaces.
- Risk management: The portfolio management and independent risk management teams work closely together at Lupus alpha. They are able to simulate the impact of market changes on different strategies at any point ex ante using state-of-the art risk tools and programs.
- Reports: In terms of specific client benefit, Lupus alpha offers institutional investors the highest possible level of information at the least possible effort for the client – clear, comprehensive, consistent and timely. The investor determines the scope and frequency of these reports. In addition to standard reports (VAG, solvability, solvency, bail-in), individual reporting requirements are also implemented.
- ESG: Lupus alpha has been managing sustainable mandates with ESG criteria for more than 15 years. Four of our mutual funds are subject to an explicitly sustainable investment process. Lupus alpha has been a signatory of the United Nations Principles for Responsible Investment (UN PRI) since 10 March 2015.
- Service: Your dedicated Relationship Manager will regularly provide you with comprehensive information on the performance of your mandate. As well as reports tailored to fit your requirements and monthly fact sheets, we also provide you with all of the written reports you need from us.
For consultants, Lupus alpha offers regular performance updates, database filling, RfPs, analyst interviews, ongoing professional support, and other services as required.