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Institutional Clients

Our Philosophy

Our aim is to achieve an annual positive return regardless of the development of capital markets. This is done at moderate risk and thus preserves the client's risk budget. Our unique in-house investment approach – the "FMM-Method" – has over 40 years of proven practical experience behind it and diversifies risk across the portfolio managers / decision makers. Our service is thus suitable as a permanent core component of any portfolio. 

Our Service

The DJE Group convinces with its comprehensive offering. Within the institutional business DJE offers the entire range of services, ranging from investment advisory to fund administration and from distribution to risk management.

Together with our business partners we offer multiple ways to facilitate working together with us:

  •  Mutual funds for institutional investors
  •  Institutional portfolio management
  •  Segregated funds
  •  White label funds
  •  Advisory mandates – we work with numerous national and international investment management companies

Whichever product you choose, one thing stays the same: Our FMM investment philosophy, according to which your investments will be managed.

Do you have a promising portfolio management approach?
Do you want to launch your own funds?
Do you however not want to invest your own resources to manage the legally required founding and administration?

 

EU-Zulassung UCITS III

Then you have come to the right place. We offer you the option to launch your funds according to UCITS III through our Luxembourg investment company "DJE Investment S.A.". UCITS III compliant funds are automatically open to distribution across Europe. We will take over for you the whole process that is associated with the launch and management of the fund.

This includes:

  •  Launch preparation
  •  Launch of the fund according to UCITS III
  •  Risk management procedures
  •  Provision of order and risk management tools
  •  Reporting

Performance Record

Even in times of crisis, an asymmetrical return profile shows itself through careful selection of worldwide stocks in combination with dynamic asset allocation between equities and other asset classes.
Presentation of annual results for FMM-Fonds vs MSCI World (EUR) since inception

By taking and implementing concrete decisions on a daily basis, we were able to achieve significantly above-average added value for our business partners with respect to the risk-return ratio.
Risk-return matrix FMM-Fonds vs various selected asset classes

Get in contact with us:

Talstraße 37 (Paradeplatz)
8001 Zürich
Telefon: +41 43 3446280
E-Mail:    info@djefinanz.ch

 

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