Investment management, Institutional asset management 'made in Frankfurt' by Yellowfin
At a glance
- Centralised decision-making and clear lines of responsibility are just two of the major advantages to working with a boutique investment company
- Due to the unique position as part of Commerzbank AG, we guarantee consistently high process quality in the fields of compliance, legal, risk management and IT infrastructure
- Our customer groups include large and medium-sized companies, pension funds and pension providers, ultra high net worth individuals & family offices, insurers, German Social Code Book IV (SGB IV) investors as well as foundations
How you can benefit , Realise returns in any market environment – thanks to our know-how
Excellent track record
Proven expertise in the institutional sector, even in times of crisis (e.g. in 2008, 2011, 2020, 2022)
Top-notch service quality
Close collaboration with our portfolio management team in Frankfurt
Professional platform
Management of special fund mandates and mutual funds starting at a volume of €30 million
Experienced investment team, located in Frankfurt, A vote of confidence from demanding clients
Companies, institutional investors, and ultra-high net worth individuals (UHNWIs) have entrusted Yellowfin Asset Management with assets worth above €10 billion. Our investment team relies on proven investment models for overlay management, benchmark concepts and multi-asset.
An overview of our services
| The concept | Mandates & mutual fundsInvestment decisions are implemented by the portfolio management team as part of an outsourcing mandate in special or mutual funds |
| Indicative time for implementation | Mandates & mutual funds4–6 weeks |
| Investment volume | Mandates & mutual fundsStarting at € 30 million |
| Posting | Mandates & mutual fundsValue of special fund shares reflects the investment performance. Significantly lower posting efforts/costs for the company |
| Administration of funds | Mandates & mutual fundsAttractive special conditions for the capital management company and the custodian through a broad network of partners |
| Benefits | Mandates & mutual fundsClose support of the mandates by the portfolio management team of Yellowfin Asset Management, very flexible of strategies, low booking effort on investor side, individual management reporting |
Yellowfin asset management, Our investment strategies
Global Equity
Momentum-based regional allocation: this multi-factor model is geared towards highly liquid stocks with a favourable valuation, strong momentum, low volatility and attractive dividend yields.
Multi-asset
A global take on investment for liquid asset classes, marrying three low-correlated multi-asset strategies in a consistent approach. Combined with liquid asset classes, these differentiated strategies ensure an additional layer of diversification.
Passive-enhanced
Professional tracking-error management for stock and bond investments shrinks the investment universe and curbs tracking errors compared to the benchmark / the respective indices. Leverage controlled outperformance to earn back your administrative costs.
Euro fixed income
Active-quantitative strategy based on Commerzbank’s proprietary scorecard to help manage euro-denominated corporate bonds with an investment-grade rating, government bonds and covered bonds. This structured, process-driven top-down approach incorporates macro and market data.
Overlay management
Quantitative, rule-based models help hedge equity and commodity risks. Systematic processes ensure consistent investment decisions.