Clients
Our customised portfolios are suited to your particular needs. Regardless of your goals, we have a solution that will fit you like a glove.
With growing expertise in multiple European countries and industries, our investment experts as well as our digital and data teams are highly skilled at developing customised investment reporting solutions to meet your nuanced risk, industry or country-specific requirements.
Keep scrolling to explore our range.
Managed accounts
Our expertise spans multiple asset classes and geographies, with a focus on meeting your sustainability preferences.
What can you expect?
With several decades of experience serving institutional clients, including insurance companies, pension funds, and foundations, our dedicated Brussels-based team will do their utmost to ensure we are the right partner to meet your investment and reporting objectives.
Absolute return
Specific performance goals? Look no further. Our experts will design portfolios that focus on delivering specific absolute returns.
What can you expect?
Let us construct a strategy that targets your requested return with the least amount of volatility.
Risk-adjusted objectives
We will build portfolios that take into account various risk-adjusted objectives, whether they are relative in nature, such as tracking error, or absolute in nature, such as ‘Value at Risk’ or ‘Maximum Drawdown’.
What can you expect?
We understand the importance of managing the risks of your investments. Expect a portfolio that prioritises your risk objectives and maximises returns within this framework.
Solvency Capital Requirement (SCR)
We have an excellent track-record of portfolio-construction for insurance companies. Our specialised investment process will take into account the SCR budget to optimise portfolios.
What can you expect?
As an insurance provider, you can expect highly tailored portfolios that are optimised to balance risk and return, while considering the SCR budget as well as other important factors like P&L impact and more.
Liability-Driven Investing (LDI)
Our knowledge and experience will help us to build portfolios with a focus on the liability scheme of pension funds.
What can you expect?
Want to reduce or eliminate interest rate risks? Our solutions will guard your investments against liabilities. Our team will work with both matching portfolios and portfolios focused on capital growth for the surplus over liabilities.
Life-cycle
If you have a target date in mind, our life-cycle investment solutions adapt the portfolio allocation over time based on the number of years left until the date is reached, systematically and automatically reducing the risk profile to reflect the lower risk tolerance as the target date approaches.
What can you expect?
You can pick between a unique range of solutions that can be fully customised depending on your financial position, risk appetite and time horizon.
It is based on a blend of long-term research and our time-tested asset allocation expertise, aiming to deliver higher average returns than traditional fixed-allocation solutions.
Our partners
As the financial landscape becomes ever-more impersonal and complex, we offer a human approach. Our consistency, agility, and deep understanding of your business and reporting needs stand as a beacon of reliability in a constantly-evolving world.
Our client base does not only include Belgian investors. Over the years, professional clients from several select European countries have counted on us to help them navigate the market’s ups and downs.
Interested?
Disclaimer
Degroof Petercam Asset Management SA/NV (DPAM) l rue Guimard 18, 1040 Brussels, Belgium l RPM/RPR Brussels l TVA BE 0886 223 276 l
Marketing Communication. Investing incurs risks.
The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other DPAM communications, strategies or funds.
The provided information herein must be considered as having a general nature and does not, under any circumstances, intend to be tailored to your personal situation. Its content does not represent investment advice, nor does it constitute an offer, solicitation, recommendation or invitation to buy, sell, subscribe to or execute any other transaction with financial instruments. Neither does this document constitute independent or objective investment research or financial analysis or other form of general recommendation on transaction in financial instruments as referred to under Article 2, 2°, 5 of the law of 25 October 2016 relating to the access to the provision of investment services and the status and supervision of portfolio management companies and investment advisors. The information herein should thus not be considered as independent or objective investment research.
Past performances do not guarantee future results. All opinions and financial estimates are a reflection of the situation at issuance and are subject to amendments without notice. Changed market circumstance may render the opinions and statements incorrect.
ESG factor integration
Our threefold sustainable objective is to uphold fundamental rights, avoid controversial activities and behaviours, and be a responsible stakeholder.
We begin by conducting a thorough normative and negative screening process to avoid controversial activities and behaviours of issuers.
In the second stage, we incorporate positive screening to promote best practices in ESG-matters. This is combined with a stricter review of any controversial activities.
Finally, our approach promotes the sustainable investment objective, with a focus on sustainable investing themes: Apart from their alignment with ESG principes, how do the products and services of the issuer further contribute to the United Nations' 2030 Programme?
We implement a rigorous integration approach across all our strategies that is specific to each asset class.
It is crucial to identify those investments that are most appropriate to successfully carry out our strategies and meet your objectives.
Here are the main features of our approach:
RISK RETURN OPTIMISATION
Understanding the impact of ESG challenges on stakeholders is key to creating shareholder value through better-informed investment decisions.
TIME
HORIZON
Identifying the most relevant ESG factors according to our investment decisions’ time horizon.
MATERIALITY OF ESG CRITERIA
Focusing on the criteria that can affect the core drivers of an investment.
UNDERSTANDING SPECIFIC ESG FACTORS
Understanding the key ESG issues specific to each industry.
ENGAGED DIALOGUE AND PROMOTION OF BEST PRACTICES
Fine-tuning fundamental research-driven investment decisions.
Spreading best practices for, and innovative solutions to ESG challenges.
CONTINUOUS IMPROVEMENT
Improving our ESG analysis over time through a focus on continuous learning.
HOLISTIC AND TRANSVERSAL APPROACHES
Integrating ESG factors across the entire investment process, from research to decision-making and ongoing monitoring.
Reporting
Standard reporting can be customised upon request to accommodate regulatory, sector or investor-specific requirements, such as sustainability-related reporting, accounting services for insurance companies, performance attribution analyses and more.
Key drivers of our voting policy
The Voting Policy defends corporate governance values and principles. It is used to leverage on our sustainable convictions and ESG priorities.
The protection of shareholders
Long-term interests of shareholders
Equal treatment
Rights of minority shareholders
Cooperation among shareholders
Sound corporate governance
Efficient and independent management centered around:
The role and composition of the Board of Directors
Committees and advisory boards
Avoiding conflicts of interest
Transparency and integrity of information
Reliable, clear, comprehensive and timely:
Financial statements
Remuneration policy
Social, environmental and good governance responsibility
As a responsible shareholder, we use our voice to leverage our global commitments to ESG, namely:
6 UNPRI-principles
TCFD recommendations
Net zero by 2050 or sooner
OECD recommendations on social and environmental responsibility
Disclaimer
Degroof Petercam Asset Management SA/NV (DPAM) l rue Guimard 18, 1040 Brussels, Belgium l RPM/RPR Brussels l TVA BE 0886 223 276 l
Marketing Communication. Investing incurs risks.
The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other DPAM communications, strategies or funds.
The provided information herein must be considered as having a general nature and does not, under any circumstances, intend to be tailored to your personal situation. Its content does not represent investment advice, nor does it constitute an offer, solicitation, recommendation or invitation to buy, sell, subscribe to or execute any other transaction with financial instruments. Neither does this document constitute independent or objective investment research or financial analysis or other form of general recommendation on transaction in financial instruments as referred to under Article 2, 2°, 5 of the law of 25 October 2016 relating to the access to the provision of investment services and the status and supervision of portfolio management companies and investment advisors. The information herein should thus not be considered as independent or objective investment research.
Past performances do not guarantee future results. All opinions and financial estimates are a reflection of the situation at issuance and are subject to amendments without notice. Changed market circumstance may render the opinions and statements incorrect.