On the bonds side, quantitative selection models are used for European government bonds, German “Pfandbriefe” and corporate bonds. These combine a management of the systematic credit risk with a fundamental and risk-adjusted valuation of the issuer.

Fund solutions

• Berenberg Funds - Euro Corporate Bond Selection (I)

The models here select those issuers within a broad investment universe where the expected risk of an expansion of the risk premium or a default is as low as possible. In the case of government bonds, the focus of the fundamental issuer analysis is on the individual key economic data; in the case of the German “Pfandbriefe”, it is on an analysis based on rules of the reserve funds of the mortgage lending institutions; and in the case of corporate bonds, the focus is on an analysis of various credit risk ratios.

This division is moreover responsible for a money market fund complying with Germany’s Social Security Code.

Fund solutions

• Berenberg Euro Geldmarktfonds (SGB) (I)

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