Caroline Mebius

HBF utilizes active strategies that aim to deliver yields that outperform the index over the long-term. For equity management, every active position is based on fundamental analysis in their proprietary model for company evaluations. Within active fund management, the firm works with several investment processes: Allocation, Theme-based, Selective, Small-caps and Fixed income. The investment process for each product requires the fund manager responsible for the portfolio to take several investment decisions. With each investment decision the fund manager is responsible for ensuring that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate in question.

Xact works with several investment processes within passive fund management: physical optimization, physical replication and derivative-based fund management. The process is dynamic and under continual development to address changes in the functioning of the market. The investment process for each product requires the fund manager responsible for the portfolio to take a number of investment decisions. With each investment decision, the fund manager must ensure that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate concerned. Sustainability analysis is an integral part of the fund manager’s investment analysis and impacts the investment decisions in Xact’s fund management.