Tim Habicht interviewed Peter Klöckner + Manuel Stratmann on the subject of overlay management

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

Peter Klöckner, responsible for the capital investments of the occupational pension schemes of the Rhineland-Palatinate Bar Council as well as the occupational pension schemes of the Rhineland-Palatinate Dental Association, also faced the same question. He decided to tackle this challenge by choosing an options-based overlay by Universal-Investment. Why he made this decision he did, read this interview.

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