The division in which technical models are brought to bear is specialised in actively managing the exposure to certain asset classes. This can, on the one hand, be in the form of an overlay strategy concentrated on hedging. Here, the market price risks of the portfolio are hedged dynamically. On the other hand, there is the option to generate alpha in extreme market scenarios through net short positions or an expansion of the exposure by means of an alpha strategy going beyond the hedging.

In equity and bond management, the equity beta or the duration can thus be actively managed. The implementation is carried out here in a separate overlay portfolio and can refer to an actively or passively managed basic portfolio.

Fund solutions

• Berenberg Funds IV - BEO Opportunity (equity) (I)
• Berenberg Funds IV - BEO Opportunity (fixed income) (I)

The Currency & Commodity Management team constitutes the foreign exchange and commodities competence within the Asset Management division. Besides systematically (quantitatively) managed currency alpha strategies, the focus is also on individual hedging solutions for the most diverse exchange rate risks (economic exchange rate risks, translation risks) and currencies.

Fundsolutions

• Berenberg Currency-Alpha-Universal-Fonds (I)
• Berenberg Funds V - Currency Alpha Sterling (I)

 Fund solutions mixed

• Berenberg Funds - BEO Protect Fund (balanced)
• Berenberg Funds IV - Systematic Return (I)

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