IMPORTANT DISCLOSURE: FOR NON-US PROFESSIONAL INVESTORS ONLY
This site is intended only for non-US professional investors or US-based fiduciaries representing non-US investors eligible to invest in Aegon Asset Management’s (the “Company”) UCITS funds. This site, and the funds described herein, are not suitable for individual investors.
The following information regarding the Company’s funds is for informational purposes only and does not constitute an offer for shares, products or services and should not be interpreted as an offer to sell, an invitation to acquire an investment, or a solicitation of an offer to buy for any persons who are prohibited from receiving such information under their domiciled local laws.
Aegon Asset Management Investment Company (Ireland) Plc is structured as an umbrella type open-ended investment company with variable capital consisting of a number of different sub-funds (“Funds”) and is authorized in Ireland pursuant to European Communities (Undertakings for Collective Investment in Transferable Securities) UCITS Regulations and the Central Bank UCITS Regulations (“UCITS Regulations"). Aegon Asset Management Europe ICAV is structured as an umbrella type open-ended investment ICAV with variable capital consisting of Funds and is authorized in Ireland as a UCITS pursuant to the UCITS Regulations.
These Funds are registered in Ireland and are available only to residents of those jurisdictions where allowed by law. Investors that do not meet these requirements will be denied access by the Company.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Austria.
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If you are a retail investor, we recommend that you seek qualified financial advice before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Belgium.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
If you are a retail investor, we recommend that you seek qualified financial advice before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Denmark.
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I confirm that I am a Professional Investor based in Finland.
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I confirm that I am a Professional Investor based in France.
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Attention aux fraudeurs se faisant passer pour Aegon Asset Management, d’autres institutions financières et organismes de régulation: Nous avons reçu plusieurs signalements de fraudeurs se faisant passer pour Aegon AM et d’autres entreprises en créant de faux sites web, de fausses publicités et de fausses adresses mail. Pour en savoir plus sur la manière de vous protéger contre ces escroqueries et comment signaler un comportement suspect,veuillez lire ce qui suit.
If you are a retail investor, we recommend that you seek qualified financial advice before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Germany.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
If you are a retail investor, we recommend that you seek qualified financial advice before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Jersey.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Ireland.
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This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Italy.
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I confirm that I am a Professional Investor based in Luxembourg.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
If you are a retail investor, we recommend that you seek qualified financial advice before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Malta.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
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I confirm that I am a Professional Investor based in the Netherlands.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
If you are a retail investor we recommend that you take qualified financial advice before making any investment decisions. You can obtain the latest prospectus, accounts, Key Investor Information and fund prices at www.aegon.nl.
Risk Warning Capital at risk. The value of investments may go up or down and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Norway.
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I confirm that I am a Professional Investor based in Portgual.
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I confirm that I am a Professional Investor based in Spain.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
If you are a retail investor, we recommend that you seek qualified financial advice before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
I confirm that I am a Professional Investor based in Sweden.
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This Website and all information contained herein is intended for exclusive use of qualified investors as defined in the Federal Act on Collective Investment Schemes of 23 June 2006 (the “CISA”) and in its implementing ordinance, which have their residence or registered office in Switzerland (the “Qualified Investors”), excluding opt up Qualified investors.
Entry to the website is subject to your understanding of certain terms and important information which are available below:
If you are not a Qualified Investor or are an opt up Qualified Investor under CISA with residence or registered office in Switzerland, we recommend you consult a financial adviser before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
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Onze managerselectie en monitoring is gericht op het selecteren van de best passende externe managers bij onze individuele, institutionele klanten. Zo komen we de tot de best matchende strategie passend bij de risico-, rendements-, en duurzaamheidsdoelstellingen van onze relatie. De klant staat hierbij centraal.
Wij hebben de overtuiging dat het selecteren en combineren van meerdere best-in-class vermogensbeheerders significante waarde kan toevoegen aan iedere beleggingsportefeuille.
Onze managerselectie & monitoring pijlers
Breed palet aan illiquide categorieën
Operational Due Dilligence
SFDR-8 en SFDR-9
Bewezen track record met ruim 30 miljard onder beheer
Langjarige expertise in Private Markets.
Voor zowel verzekeraars als pensioenfondsen.
Lokale expertise in VS, VK en continentaal Europa.
Portefeuillesamenstelling gericht op het maken van daadwerkelijk positieve impact.
Elke manager wordt voorafgaand aan daadwerkelijke aanstelling onderworpen aan nauwkeurige analyse van operationele aspecten.
De organisatie, de systemen, procedures en policies worden elk op zichzelf beoordeeld en getoetst aan het normenkader waaraan Aegon AM in Nederland dient te voldoen.
Op deze wijze borgen we dat de managers waaraan wordt uitbesteed, ten allen tijde aan de hoogste normen voldoen.
Bijnaonsgehelefondsenpallet is SFDR-8 categorie, waarbij we ookeen SFDR-9 categoriehebben.
Streven om binnen de 8-categorie steeds meerteverbeteren.
Continu in gesprek met externe managers om het ESG-profielverderteverbeteren.
Over een periode van 1, 3 en 5 jaar slagen we er met het merendeel van onze actieve multi-manager beleggingsoplossingen in om een rendement te behalen dat beter is dan passief beleggen.
Daarnaast bieden we uiteraard ook de passieve oplossingen aan, daar waar dat de voorkeur geniet.
Het totaal aan vermogen onder beheer voor manager selectieoplossingen bedraagt daarmee meer dan € 30 miljard(per 31-12-2023).
Intensief managerselectieproces
Onze managerselectie is gericht op het vinden van vermogensbeheerders met een duidelijk specialisme. Na een uitgebreide investment én operational due diligence, gevolgd door een (online) bezoek, selecteren we de best-in-class externe vermogensbeheerder(s), voor zowel actief als passief beheerde strategieën. Voor actief beheerde strategieën combineren wij – vanwege diversificatievoordelen - in veel gevallen meer dan één externe vermogensbeheerder.
MVB is een integraal onderdeel van ons selectie- en monitoringsproces. Wilt u meer weten over ons selectie- en monitoringsproces, download dan de brochure.
Met ons uitgebreide netwerk van externe vermogensbeheerders hebben we kennis van en toegang tot een groot aantal strategieën. Deze worden actief gevolgd door ons managerselectieteam.
Beleggingscategorie
Subcategorie
Actief gevolgd door Aegon AM
Aandelen
Ontwikkelde markten
106
Opkomende markten
52
Small caps
46
Fixed Income
Investment grade
39
Non-investment grade
18
Alternative fixed income
13
Real Assets
Onroerend goed
135
Private Markets
Private Equity
128
Private Debt
88
Hedge Funds
19
Bron: Aegon AM Manager Selectie en Monitoring team, maart 2023
Het aantal vermogensbeheerders dat we per categorie actief volgen verschilt sterk; niet in alle categorieën is namelijk sprake van een breed universum (bijvoorbeeld Nederlandse hypotheken of Europese Asset Backed Securities). Gemiddeld hebben we per categorie enkele tientallen actuele Research Notes beschikbaar.
Breed aanbod van beleggingsoplossingen
Ons ervaren managerselectieteam selecteert en monitort de best-in-class externe vermogensbeheerders voor onze klanten. De ESG-criteria zijn daarbij een integraal onderdeel van het gehele selectieproces. Ons aanbod van beleggingscategorieën en -strategieën is breed en zeer divers. Wij selecteren voor zowel actief als passief beheerde strategieën de best-in-class externe vermogensbeheerder(s). Daarmee zijn wij in staat iedere gewenste beleggingsportefeuille te construeren.
20/04/2022 | 3 min read | Jasper van der Meulen, CFA | Remco Flapper
Fiduciaire dienstverlening
Managerselectie en monitoring is een belangrijke bouwsteen van fiduciair management. Wij zien het als onze taak als fiduciair manager om u zo veel mogelijk te ontzorgen. Wij bieden u de keuze uit een compleet palet aan diensten ten aanzien van advisering, uitvoering en controle.