Uit het gisteren gepubliceerde jaarverslag van Delta Lloyd blijkt dat zij qua beheerd vermogen een stabiel jaar heeft gedraaid: “In 2016, total assets under management was broadly stable at € 71 billion (2015: € 70 billion). This was the net result of market developments and de-risking our portfolio. As part of this, we continued the shift in asset allocation from equity to fixed income, mortgages and residential real estate. Net outflows totalled € 843 million (2015: € 249 million), reflecting an outflow in retail funds and institutional mandates.” From the € 71 billion assets under management, € 50 billion was managed for own risk.
Delta Lloyd heeft gedurende het jaar intern stappen gemaakt op het gebied van asset management, zoals het upgraden van het IT en administratie systeem en het verbeteren van risk en compliance framework: “We invested a great deal of time and energy in optimising our systems and strengthening our risk and compliance framework. This improved our ability to provide the solutions our institutional customers expect and increased our customer satisfaction scores. What’s more, this paved the way for future growth.”
Daarnaast benoemt Delta Lloyd de komst van het APF, wat moet bijdragen aan de groei, waarde creatie en strategie om een “solution provider” voor intitutionele klanten te worden: “Our general pension fund (APF) will be another important contributor to achieving this goal. The APF offers an additional pensions proposition to institutional clients seeking alternative defined contribution plans for their employees.” Tot slot heeft zij twee beleggingsfondsen geïntroduceerd; het Private Debt Fund en het ESG Fund. Delta Lloyd over het Private Debt Fund: “The Private Debt Fund invests in fixed income bonds of small and medium-sized companies in the Benelux. This fund is an opportunity for institutional clients – who are less inclined to invest in shares since Basel III and Solvency II – to finance the growth of companies. At the same time, this fund enables these companies to find the capital they need for growth.”
Bron: https://annualreport.deltalloyd.com/articles/annualreport/assetmanagement2/a1099_Asset-Management
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