Our asset management is based on the values and entrepreneurial expertise of the Salm-Salm family. We finance and invest in publicly listed companies within the real economy worldwide, with particular attention to the responsible treatment of people, nature and God´s creation.

Salm-Salm & Partner aims to be a leader in credible and value-driven asset management.

Sustainable and Climate-Optimized

Global Equities

Equities are a part of every well-diversified investment portfolio. We believe in the innovative power and strength of real economy companies and aim to create long-term value for our customers through professional investment decisions. At the same time, we see the need to rethink in the traditional investment pattern. The effects of man-made climate change are challenging established business models and require a paradigm shift. Protecting and preserving natural resources, treating people and nature with respect while remaining economically vibrant is becoming the challenge of our century. This is where we see our strengths. Our goal is the responsible symbiosis of economy and ecology. We invest in globally active companies that have acknowledged the signs of the times and are establishing effective climate and sustainability strategies. We aim to select the leading companies among every industry and sector.

Responsible Management

Convertible Bonds

Convertible bonds have been our passion for over 30 years. They combine the characteristics of equities and bonds in one security: a repayment of the principal upon maturity, steady interest and additionally an option to convert into shares. First utilized by North American railroad companies, convertible bonds remain a popular way of refinancing for young and innovative growth companies. Investors earn interest and can convert their bonds into shares if the company develops successfully. Convertibles are an exciting enhancement in any portfolio. In times of low interest rates, convertible bonds are an attractive alternative for bond investors. For equity investors, the asset class allows you to participate in promising companies with limited risk.

Active management


Active management of the funds entrusted to us, driven by values and convictions, is a core component of everything we do. Our focused, active investment process enables us to always ensure that all of our portfolios are aligned with the ideas and values we want to embody as a company.

For us, active management means capturing the performance of global equities and convertibles. Financing innovative and productive companies in the real economy is our ambition. In doing so, we consciously refrain from investing in controversial and questionable business models.


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.

Tailored to your needs

Our range of services

Special funds

Implementing your individual strategy. Many successful years of managing special funds is one of our core services.

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Mutual funds

The first choice for investing in our strategies.

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Individual solutions

We create added value for you. Diverse cooperation opportunities around our services.

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Managed with expertise

Our fonds

Sustainability Convertible

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Nachhaltige Aktienstrategie

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