Josef Helmes

AIM’s investment process is the product of their “Focus on Change” philosophy and combines asset allocation, security selection, portfolio construction, dealing and risk management. They carry out rigorous research in all the major financial markets. Their dedicated risk management team measures and monitors risk across all portfolios. Each fund has a clearly defined specification setting out the parameters within which the portfolio manager can invest.

Investment decisions are taken in a structured investment process based on fundamental and technical methods. They use a top-down approach to weight securities categories. Sectors and regions as well as individual securities are then selected in a bottom-up procedure. In markets where an active management approach does not promise a sustained improvement in performance, the fund management team prefers an index-oriented method. In this process, clearly defined benchmarks provide the firm with a transparent navigation tool. Markets where superior knowledge of the fund management team may be converted into long-term performance advantages are actively managed.