OUR Asset Management
As partners with prominent independent private banks in Luxembourg, we bring years of experience in traditional asset management. We merge our expertise cutting-edge investment processes of the highest caliber. you need public or specialized fund solutions, we are here to support you, creating products that meet your specific requirements. Our focus is on achieving above-average returns while managing reasonable risks, and our dedication to developing long-term, robust concepts is key to our success. We be delighted to share more about the unique aspects of our asset management approach.
Equity Management
Our emphasis here is on European equities, from Germany, Switzerland, and Austria. We adopt an actively oriented investment philosophy, integrating both quantitative and qualitative factors in our selection process. To enhance our investment success, we also incorporate stocks from North America and the Asia-Pacific region. Our offerings are further enriched by sustainable management practices and global dividend strategies.
Multi Asset, Total Return, Liquid Alternatives
In the Multi-Asset sector, we leverage our expertise in equity and bond selection, alongside intelligent target fund selection for asset classes and markets outside our direct coverage. This includes a derivative overlay on globally diversified mixed portfolios, with a particularly active investment approach to tactically adjusting allocation quotas. The performance potential of risk-bearing asset classes is shaped by varying investment themes and risk factors over time. Our dual investment process which blends rule-based data analysis with discretionary fund management decisions, captures this complexity, with implementation aligned to benchmarks or strategic mandates, while optional themes like sustainability or value floor management can be incorporated into the portfolios. In the 'Liquid Alternatives' space, we have successfully utilized a concept to capture the volatility risk premium in global equity markets for several years. Five diversified return components together create a compelling return-risk profile, enhancing diversification potential alongside traditional asset classes.
Sustainability Management
Sustainable investments take into account not just risk, return, and liquidity, but also values-driven criteria. Investors' specific preferences lead to the consideration of environmental (E), social (S), and governance (G) factors alongside financial elements in the investment decision-making process. A thorough evaluation of these aspects can often mitigate risks associated with creditworthiness and reputation. Blueheart Sàrl stands as a leader in the field of sustainable investing.
Performance of Corporate Projects
Brings together all portfolios and provides you with an unparalleled insight into performance, enabling you to optimize resources.
Services
Utilize our scalable, professional services and our Intergraph Smart Cloud portal to optimize your investments.
Procurement, Manufacturing, and Construction.
Our solutions for asset project management help to avoid costly surpluses and bottlenecks while reducing overall project risk.
Real Assets (Sachwerte)
Tangible assets significantly influence the development of our society. Investors find results-oriented solutions with us in real estate, infrastructure, and private debt. We leverage our size to gain access to European markets and to utilize capital more efficiently.
Our Approach
We are a leading European tangible asset manager with a team of over 6 experts across locations. Our extensive platform enables us to comprehensively address the diverse tangible asset markets, allowing for efficient and disciplined capital deployment. Our versatility ensures we achieve exceptional results for our clients, offering both pooled and customized solutions. Moreover, we give our clients the to invest alongside Blueheart Sàrl .
Thinking in a Connected Way
Our more than 8 credit specialists have developed a deep understanding of market drivers. Their insights form the foundation of our convictions and highlight investment opportunities across the entire tangible asset spectrum. Additionally, this allows us to build optimized portfolios that can achieve the results desired by our clients.
Direct Investors
We invest with conviction. As direct investors, we manage assets like an owner and contribute to their value enhancement. This direct involvement allows for a unique exchange with our clients and provides them with a direct connection to their assets."
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Embedded Responsibility
Environmental, Social, and Governance (ESG) considerations are an integral part of our investment process – from initial selection through due diligence and approvals to development, management, and optimized reporting. Our Global Responsible Investment Team supports and advises on all ESG aspects.
Investment Risk
The value of an investment and the returns generated from it can rise or fall due to currency and exchange rate fluctuations. Investors may not receive back the amount originally invested
Real Estate Risk
Certain assets in the fund may be inherently difficult to value or to sell at a desired time or at a price considered fair (especially in large quantities). Therefore, it is possible that their prices may be very volatile.
Valuation Risk
Investors should consider that the valuation of real estate and infrastructure assets is typically influenced by subjective factors.
Do you wish for more information?
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What Our Customers Say
Marta K.
Completely happy with the processes and projects. Thanks to the new European focus, I can invest in even more exciting projects. When things don’t go as well, I am regularly informed via email. I like that! I have also had contact with customer service several times and always felt well advised.