Services for institutional investors

artis maintains intensive communication with institutional investors in German-speaking countries, always focusing on the different needs of the individual investor groups.

For whom?

Focus on institutional investors

artis maintains intensive communication with institutional investors in German-speaking countries. Our clientele includes a wide range of different investor groups. Our expertise enables us to respond to the specific requirements in a targeted manner.

The needs and requirements of institutional investors with regard to their investments have been subject to constant change due to the lack of adequate interest rates and increasing risks, among other things. In the current market environment, institutional investors are faced with increasingly demanding return targets and a broad mix of high-quality products. In addition, regulatory requirements are becoming increasingly stringent.

Insurance companies
Pension funds
Church institutions
Corporations
Single family offices
Multi family offices
Banks and savings banks
Foundations
Fund of funds
Capital management companies / AIFM
Consultants

What?

Main areas of focus

Search orders from institutional investors in Germany and abroad in the real assets segment
Bridge between investors and asset managers
Access to specialized investment products with excellent track record
Consulting and advice on asset allocation for institutional investors

Renewable energies

Real estate

Debt funds

Blockchain / crypto

Agroforestry

Infrastructure funds

Precious metals / commodities

Product portfolio

Direct real estate investments
Indirect real estate investments such as “investment KGs” (according to the KAGB)
Indirect real estate investments such as AIF segregated mandates (according to the KAGB)
Debt funds
Logistics (equity)
Infrastructure funds (equity)
Renewable energies
Private equity
Venture capital
Precious metals / commodities
Blockchain / crypto
Equity financing of start-ups / Venture capital
Liquid alternatives
Other

Why?

Why does it make sense to work with a placement agent?

Market Penetration
Institutional investors cannot make full use of, and assess, the existing range of investment funds, as attractive and interesting investment opportunities do not reach them due to a lack of knowledge and awareness.
Connecting link
The market lacks a broad distribution platform that can serve as a link between the provider (asset manager) and institutional Investor.
In-Depth Analysis
We thoroughly analyze the cooperation with asset managers and examine their business model including risk/reward ratio, functioning risk management and previous achievement of objectives in the interest of our clients.
Indirect Investments
We use indirect investment vehicles such as mutual funds (UCITS), AIF special funds or investment corporations, which are familiar to institutional investors.
Search agents
We are your service provider for special searches – domestically and abroad.
Neutrality and Independence…
…towards product initiators
High Level of Competence…
…through research and competitive analysis
Provision of Services
We also support investors with their reporting requirements such as Solvency II, VAG reporting and GroMIKV.

Where?

Geographical investor focus:
German speaking countries (Germany, Austria, Switzerland)