Asset Allocation

Academic research findings and their practical implementation clearly show that certain active risk and asset management strategies generate additional returns for the investor.

These strategies generally take advantage of medium- and long-term developments in the real economy and financial markets. Spängler IQAM Invest Yield Projection models cover precisely these medium- and long-term developments. Yield prognoses for shares, bonds, commodities and currencies are made on a monthly or weekly basis.

The volatilities and correlations of these asset classes in relation to one another are also calculated using a method of exponentially weighted moving averages (the so-called EWMA method). The yield projections are based on proprietary models developed by Spängler IQAM Invest, which are characterised by their high transparency and comprehensibility. Further, the latest empirically validated academic research findings are put into practice.

 

Asset allocation strategies are offered for:

  • Asset allocation with benchmark orientation
  • Asset allocation with total return orientation
  • Asset allocation with value guarantee
Important information

The content given shall only be used as for informational purposes and does not depict an offer or a recommendation to buy or sell financial products. It also does not include any requests to submit such an offer nor was it prepared with the intention of issuing legal or tax advice. The value of financial instruments is subject to fluctuation and can therefore rise and fall. Financial instruments which are denominated in foreign currencies can experience negative effects on the return if the currency fluctuates.  The strategies described here can also be changed without any prior announcement. This content was prepared to the best of our knowledge. Possible errors and falsities excepted.

Important information

Before accessing our website, please carefully read the following legal notes. Then click on the link at the bottom of this text.

The information contained on this website is for information and marketing purposes only and does not represent an offer or a recommendation, as the case may be, for the acquisition or the sale of certain funds or other products and is not a request for such offer. In particular, the information contained on this website thus is neither deemed to be legal, tax or investment advice, nor an offer or a recommendation for the acquisition or sale of funds or other products and it cannot replace individual advice on investments and other issues. Investment decisions require the individual adaptation to the personal circumstances of the investor and should only be taken after having obtained expert information and advice.

The information on funds, fund issuance and other products as well as the documents and information on market values of financial instruments provided in the download section are addressed exclusively to persons domiciled in Austria and whose native language is not german. They do not represent an acquisition offer directed to persons domiciled in other countries nor are they a call to extend such offer. In particular, the information published on this website is not addressed to US persons within the meaning of "Regulation S" of the Securities Act 1933. The financial instruments advertised on this website must not be offered in the USA and must not be proposed to US persons. The funds registered for public sale in Germany are listed in the document "Funds registered by countries".

As far as the previous performance of funds or other financial instruments is referred to on this website, we point out that the performance in the past does not allow reliable conclusions about the future performance of funds or other financial instruments.

Spängler IQAM Invest GmbH does not offer a comprehensive market comparison to its prospective clients with regard to all products offered; Spängler IQAM Invest GmbH primarily advertises its own products.

Spängler IQAM Invest GmbH having its registered office in Salzburg holds a license for the administration of investment funds in accordance with the Investment Fund Law and the Alternative Investment Fund Manager Act as well as a sublicense for financial services business.

The website is operated by Spängler IQAM Invest GmbH. The contents of the website are made available to the users for information purposes by Spängler IQAM Invest GmbH free of charge. The website only provides general information and cannot replace individual advice. Due to the ongoing development and the complexity of the issue, the Spängler IQAM Invest GmbH cannot guarantee the completeness, accuracy and up-todateness of the information and data contained on this website. A review of the up-todateness of the information as well as of its applicability to the concrete individual case is therefore necessary. The website cannot serve as a basis for investment decisions. Spängler IQAM Invest GmbH’s liability for the completeness, accuracy and current relevance of the conditions set out is excluded, to the extent permitted by law. Access to and use of our website and the legal notices are subject to Austrian law.

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