DIVERSIFICATION IS KEY.

WIRTGEN INVEST Finance GmbH performed well in what was a difficult 2018 and looks back on a successful first year on the capital markets. The company looked for key strategic partners for various markets, global regions and investment strategies early on. Deutsche Bank and Commerzbank were brought on board for their knowledge of the German market, Deka Bank as a reliable partner, JP Morgan for the American market and HSBC for the Asian market, UBS and Credit Suisse as specialists for family offices. Special attention was paid in the past year to ensuring broad diversification across different asset classes, countries and investment strategies. Our partners applied their respective individual strengths in regions and investment strategies in a targeted manner. In this way, a robust portfolio was put together that allows emerging global opportunities to be exploited.

KEEPING THE BIG PICTURE IN VIEW WITHOUT LOSING SIGHT OF THE DETAILS.

Co-operation with our financial partners is comprehensive: Our partners are electronically connected to our in-house asset reporting software. The reporting and analysis software allows an up-to-date consolidation of all investment activities to be generated on a daily basis. Even individual securities within funds and ETFs can be itemised and analysed with full transparency. This allows individual asset and segment risks to be identified at an early stage and market risks actively managed. A substantial part of risk management is performed via diversification across asset classes, countries and investment strategies. With the current structure of liquid investments, we have created a responsible and robust platform for our future plans. At the same time, it allows us to actively seize emerging opportunities in individual markets.