Our team of excellently trained employees with an aggregated experience of more than 200 years in the industry, has been working together successfully for more than 10 years now. The team has been successively strengthened by additional employees as we have grown over the past years.

The portfolio management of Salm-Salm & Partner GmbH combines investment experience of over 30 years of our company’s history. With proven experts in fund management, trading, analysis and sustainability, we are ideally positioned to successfully manage the assets entrusted to us. Additional employees in the areas of compliance, legal, risk management, administration and sales complement the strong portfolio management team.

Since the company was founded in 1990, our team has grown dynamically and now consists of 22 employees. We actively and sustainably support our employees in their personal development. For example, we provide intensive support for working students and young employees on their way to their academic degrees, thereby benefiting from the latest research in academic science. The Salm trainee program gives young academics a direct entry into asset management and secures us access to new talents for our team.

The responsible treatment of humans, nature and the environment is deeply anchored in our understanding of values. In 2012, this belief was transparently set out for the first time in our sustainable investment process. Since then, we are an early signatory of the PRI (Principles of Responsible Investment of the United Nations The sustainability (ESG) concept is enormously complex and has evolved tremendously since the first definitions (Brundtland Report 1987). Thus, we too never see our approach as final, but actively adapt to new insights, measurement methods and necessities. The path to better sustainability and the active assumption of responsibility beyond the economic factor is our aspiration. From the definition of maximum revenue thresholds and the complete exclusion of controversial business practices / models to a strict best-in-class approach, we continue to refine our process. In 2016, we took the decisions of the Paris Climate Conference as an opportunity to integrate climate protection into our investment process. We are continuously developing the measurement methods and reduction of the carbon footprint across all our portfolios. In particular, we are proud to be able to measure the impact of our investments on global warming in degrees Celsius with the help of the Frankfurt-based company right.based on science. For example, the global warming may be less than two degrees Celsius should all companies operate in the same way as those we allocate in our portfolios.

We count banks, insurance companies, , churches, foundations, asset allocators and pension funds among our clients. Long-standing, trustful business relationships characterize our understanding of a successful cooperation. Due to our broad customer base, we are able to meet a wide range of requirements. Thoughtful and professional treatment tailored to the individual clients: That is our aim.

With our network of strong, long-standing business partners, we are able to meet all the requirements of institutional clients.

An important part of every investment decision is the in-depth analysis of a company and its business model. Our cooperations with asset specific research partners and brokers may never replace the direct contact to the companies we invest in. Therefore, the portfolio management team visits several companies every year as part of various research trips and investment conferences. These visits take us to Asia as well as to the USA and other European countries.

Through our in-house trading capabilities, we are connected to all major international trading desks and exchanges. The direct contact to the market and its participants enables us to be aware of real time developments, flows, news and thereby achieve a value added to our clients through best-execution orders.

We are connected with significant custodians and management companies. In cooperation with our partner Universal Investment, we offer a wide range of interfaces to all known data providers, risk management systems and core banking systems. Our customizable reporting complements this offer, which may be tailored and transmitted according to the clients specifics. Due to our many years of experience in the management of special funds and outsourcing solutions, we are able to connect new funds quick and smooth.

As a client of Salm-Salm & Partner GmbH, you may have access to extensive resources. We have individual reporting solutions available to all our client groups. Portfolio and fund-specific key figures are prepared on an ongoing basis. These include attribution and contribution analyses, VaR calculations, stress test simulations, sector breakdowns, currency reports, portfolio overviews and other customizable reporting.

For banks, we deliver all reports required by regulatory law, such as EK Abzug, GroMiKV, Solva II. risk assessments according to MaRisk. Our management company Universal Investment can implement an individualized data delivery within the framework of an outsourcing agreement. For savings banks, we offer a connection to the interface of their respective financial IT-systems.

We supply insurance companies with all the necessary key figures in accordance with Solvency II and VAG.