Institutional asset management 'made in Frankfurt' by Yellowfin
At a glance
- Centralised decision-making and clear lines of responsibility are just two of the major advantages to working with a boutique investment company
- Due to the unique position as part of Commerzbank AG, we guarantee consistently high process quality in the fields of compliance, legal, risk management and IT infrastructure
- Our customer groups include large and medium-sized companies, pension funds and pension providers, ultra high net worth individuals & family offices, insurers, German Social Code Book IV (SGB IV) investors as well as foundations
Realise returns in any market environment – thanks to our know-how
Excellent track record
Proven expertise in the institutional sector, even in times of crisis (e.g. in 2008, 2011, 2020, 2022)
Top-notch service quality
Close collaboration with our portfolio management team in Frankfurt
Management of special fund mandates and mutual funds starting at a volume of €30 million
A vote of confidence from demanding clients
Companies, institutional investors, and ultra-high net worth individuals (UHNWIs) have entrusted Yellowfin Asset Management with assets worth above €10 billion. Our investment team relies on proven investment models for overlay management, benchmark concepts and multi-asset.
An overview of our services
|Mandates & mutual fundsInvestment decisions are implemented by the portfolio management team as part of an outsourcing mandate in special or mutual funds
|Indicative time for implementation
|Mandates & mutual funds4–6 weeks
|Mandates & mutual fundsStarting at € 30 million
|Mandates & mutual fundsValue of special fund shares reflects the investment performance. Significantly lower posting efforts/costs for the company
|Administration of funds
|Mandates & mutual fundsAttractive special conditions for the capital management company and the custodian through a broad network of partners
|Mandates & mutual fundsClose support of the mandates by the portfolio management team of Yellowfin Asset Management, very flexible of strategies, low booking effort on investor side, individual management reporting
Our investment strategies
Momentum-based regional allocation: this multi-factor model is geared towards highly liquid stocks with a favourable valuation, strong momentum, low volatility and attractive dividend yields.
A global take on investment for liquid asset classes, marrying three low-correlated multi-asset strategies in a consistent approach. Combined with liquid asset classes, these differentiated strategies ensure an additional layer of diversification.
Professional tracking-error management for stock and bond investments shrinks the investment universe and curbs tracking errors compared to the benchmark / the respective indices. Leverage controlled outperformance to earn back your administrative costs.
Euro fixed income
Active-quantitative strategy based on Commerzbank’s proprietary scorecard to help manage euro-denominated corporate bonds with an investment-grade rating, government bonds and covered bonds. This structured, process-driven top-down approach incorporates macro and market data.
Quantitative, rule-based models help hedge equity and commodity risks. Systematic processes ensure consistent investment decisions.