Tim Habicht interviewed Peter Klöckner + Manuel Stratmann on overlay management

Institutional investors are currently facing major challenges: stable and calculable returns from fixed income allocations are a thing of the past due to persistently low interest rates worldwide. Nevertheless, pension funds (Pensionskassen) and occupational pension schemes (Versorgungswerke) need to generate predictable and stable returns for their investors.

Peter Klöckner, responsible for capital investments in occupational pension schemes at the Rhineland-Palatinate Bar Council and the Rhineland-Palatinate Dental Association, chose an options-based overlay by Universal-Investment. Discover the reasons for his choice in the following interview.

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