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.
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 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.
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 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.
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 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:
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 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.
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 Portgual.
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 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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This material does not constitute an offer of products or securities in any country listed above or in any jurisdiction within Latin America and should not be construed as such. Unless otherwise indicated, no regulator or government authority has reviewed the content or the merits of any products and services referenced or implied herein. This material is being made available only to the extent it is in accordance with the restrictions and/or limitations implemented by any applicable laws and regulations. Information is directed at and intended only for institutional investors and their advisers for informational purposes and may not be reproduced in any form. Before acting on any information provided herein, prospective investors should inform themselves of, and observe, all applicable laws, rules and regulations of any relevant jurisdictions and obtain independent advice if required.
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Het fundament onder de beleggingsportefeuille is de strategische asset allocatie. Wij adviseren u over de verdeling over beleggingscategorieën die optimaal aansluit op uw doelstellingen, risicopreferenties en beleggingshorizon. Daarnaast helpen wij u dynamisch in te spelen op marktontwikkelingen, beleggingen af te stemmen op verplichtingen en risico’s beheersbaar te houden.
Voor strategisch advies bent u bij Aegon Asset Management aan het juiste adres. Dat is wat wij, als fiduciair voor pensioenfondsen en andere institutionele beleggers, al decennia met grote toewijding doen.
De expertise van ons multi-disciplinaire strategisch adviesteam
Voor strategisch advies kunt u rekenen op ons Nederlandse team van deskundige en ervaren beleggingsstrategen, uiteraard ondersteund vanuit onze internationale organisatie.
Eén van de onderscheidende kenmerken is dat wij beschikken over de expertise om zelf Asset Liability Management-studies uit te voeren.
In deze ALM-studies onderzoeken wij hoe uiteenlopende scenario’s uitwerken op zowel de beleggingen- als de verplichtingenkant van uw balans.
Uw ALM-studie kan door ons of een derde partij worden uitgevoerd en vormt met uw risicopreferenties en beleggingshorizon de basis voor ons goed onderbouwde strategisch advies.
Wij adviseren u hierbij over de verdeling over beleggingscategorieën die gegeven uw situatie optimaal kunnen bijdragen aan het behalen van uw doelstellingen.
Naast het periodiek beoordelen van beleggingscategorieën, bijvoorbeeld in investment cases, zijn we voortdurend op zoek naar nieuwe beleggingsmogelijkheden.
Uiteraard houden we bij alle beslissingen rekening met relevante ontwikkelingen, zoals in wet- en regelgeving en maatschappelijk verantwoord beleggen.
Onderdelen strategische advisering
ALM-studies
Strategische allocatie
Dynamische allocatie
Risicoafdekking
Expertise in huis voor het zelf maken van ALM-studies
Voor onze ALM-studies gebruiken wij voor ons op maat gemaaktesoftware van Ortec.
Als u ALM-studies door een andere partij laat doen, kunnen wij u ondersteunen als ‘countervailing power’.
Wij doen gevoeligheidsanalyses voor uiteenlopende scenario’s die afwijken van het ‘neutrale’ economische scenario.
Voorbeelden hiervan zijn: een structureel hoge inflatie, structureel lagere aandelenrisicopremies, klimaatstress scenario’s en stress-scenario’s met betrekking tot andere risicofactoren.
Dit soort analyses bieden vaak nuttige inzichten in onder andere de robuustheid van het beleggingsbeleid en worden als input gebruikt voor het risicobeheer raamwerk.
Afstemming beleggingsbeleid op verplichtingen, beleidskader en risicohouding
De uitkomsten van de ALM-studie en uw risicohouding vormen de basis voor het opstellen van het advies voor het strategische beleggingsbeleid.
Wij adviseren over welke invulling van de beleggingsportefeuille op lange termijn het beste aansluit bij uw voorkeuren en doelstellingen.
De beleggingsportefeuille moet in lijn zijn met onder meer uw beleggingsovertuigingen, het risicobudget, het liquiditeitsbeleid en het wettelijk kader.
In het beleggingsmandaat wordt vastgelegd binnen welke grenzen enbandbreedtes het beleggingsbeleid moet worden uitgevoerd.
Dynamische afwegingen kunnen aanleiding zijn om af te wijken van de strategische allocatie
Wij volgen de ontwikkelingen op de financiële markten op de voet en bespreken die met u.
Belangrijke input voor het jaarlijkse beleggingsplan is de middellange-termijnvisie op de financiële markten die wij ieder jaar uitbrengen.
Op basis hiervan wordt in de jaarlijkse outlook voor de verschillende beleggingscategorieën een rendementsprognose afgegeven voor de komende 4 jaar.
Als wij deze afzetten tegen de lange termijn verwachtingen uit de ALM-studie, wordt zichtbaar welke beleggingscategorieën relatief aantrekkelijk gewaardeerd zijn.
Bij de portefeuillevoorstellen houden wij rekening met de strategische bandbreedtes, risicobudgetten en transactiekosten.
Een belangrijk onderdeel van het strategisch beleggingsbeleid is het afdekkingsbeleid
Wij adviseren over het rente-, inflatie- en valuta-afdekkingsbeleid en het gebruik van derivaten.
De uitkomsten van uw ALM-studie zijn voor ons de uitgangspunten voor de inrichting van de renteafdekking (matching).
Wij adviseren daarbij ook over de bandbreedtes, bijsturen, afdekken van het curverisico en op welke manier vastrentende waarden kunnen bijdragen aan de renteafdekking.
Wij doen ook veel onderzoek naar het afdekken van valutarisico en adviseren u graag over dit onderwerp.
Long-Term Outlook
De Long-Term Outlook van Aegon AM gaat in op de trends, kansen en uitdagingen waar beleggers de komende jaren mee te maken zullen krijgen. De Long-Term Outlook wordt jaarlijks gepubliceerd en is gebaseerd op de expertise en inzichten van ongeveer 375 beleggingsspecialisten wereldwijd.
Het strategisch adviesteam doet uitgebreid onderzoek naar trends en ontwikkelingen in de markt, houdt de (gevolgen van) wijzigingen in wet- en regelgeving bij en brengt voor u in kaart wat voor impact bepaalde wijzigingen kunnen hebben voor uw organisatie.
24/02/2022 | 5 min read | Gerard Moerman | Ritchie Thomson | Peter Spijkman
Fiduciaire dienstverlening
Strategisch advies 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.
Wilt u weten wat wij voor uw organisatie kunnen betekenen op het gebied van strategisch advies? Neem dan contact met ons op, wij gaan graag met u in gesprek.