Die Rolle von Real Estate Debt in einem Multi-Asset-Portfolio
Real Estate Debt hat sich zu einer etablierten Anlageklasse entwickelt. Wie kann die Assetklasse kann in der Spätphase des Marktzykluses vor Rückschlägen schützen und gleichzeitig eine Renditeprämie gegenüber Corporate Bonds mit vergleichbarem Rating bieten? Mehr dazu hier.
AnzeigeAssets under Management - Cluster zum 30.06.2018
Die Rubrik "Cluster" stellt Ihnen eine Gesamtübersicht über jeden einzelnen einmeldenden Vermögensverwalter dar. Angeführt sind hier die letzten zwei Meldungen in absoluten Zahlen sowie die prozentuale Wertveränderung der Assets in Euro für das Gesamtaggregat und – soweit vorhanden - die beiden Teilaggregate ("Wholesale/ Retail" sowie "Institutionelle"). Fett markiert sind die jeweils aktuellen AuM-Gesamt-Werte (obere Zeile) je Asset Manager, die untere Zeile zeigt die Vergleichswerte zum vorangegangenen Halbjahresstichtag an. In Fremdwährung eingemeldete AuM-Werte werden in Euro zum jeweiligen Stichtagskurs umgerechnet. Die Sortierung erfolgt nach Größen-Clustern und innerhalb derer in absteigender Form.
Details zu den einzelnen Vermögensverwaltern finden Sie in der Rubrik "Wachstum", eine aggregierte Schau über alle Asset Manager - nach Größenclustern sortiert - in der Rubrik "Überblick". Dort sind auch die Größen-Cluster-Definitionen zu finden.
Cluster 1*
| Asset Manager 30.06.2018 | AuM | Wholesale/Retail | Institutionelle | |||
|---|---|---|---|---|---|---|
| BlackRock Investment Management 2017-12-31 |
5.391.551 5.249.524 | +3% | 1.207.403 | +3% | 4.151.494 | +3% |
| Vanguard 2017-12-31 |
4.378.509 4.257.593 | +3% | 2.128.796 | +3% | 2.189.255 | +3% |
| State Street Global Advisors 2017-12-31 |
2.332.615 2.330.000 | 0% | 2.332.615 | 0% | ||
| Capital Group 2017-12-31 |
1.557.300 1.504.400 | +4% | 1.557.300 | +4% | ||
| BNY Mellon 2017-12-31 |
1.549.649 1.580.318 | -2% | 456.648 | -2% | 1.101.496 | -2% |
| PIMCO 2017-12-31 |
1.467.312 1.462.446 | 0% | 142.713 | -4% | 1.329.859 | +1% |
| Amundi Asset Management 2017-12-31 |
1.466.410 1.426.000 | +3% | 524.000 | +6% | 912.820 | +1% |
| J. P. Morgan Asset Management 2017-12-31 |
1.442.860 1.431.077 | +1% | 620.329 | +2% | 811.898 | 0% |
| Goldman Sachs Asset Management 2017-12-31 |
1.122.272 1.077.672 | +4% | 226.404 | +6% | 882.742 | +4% |
| PGIM 2017-12-31 |
992.462 964.220 | +3% | 205.366 | +5% | 776.112 | +2% |
| Wellington Management 2017-12-31 |
914.592 899.647 | +2% | 914.592 | +2% | ||
| T. Rowe Price 2017-12-31 |
896.384 827.392 | +8% | 413.696 | -1% | 487.328 | +18% |
| Natixis Investment Managers 2017-12-31 |
846.462 830.848 | +2% | 297.361 | +4% | 536.567 | +1% |
| Invesco 2017-12-31 |
827.006 782.728 | +6% | 489.773 | +11% | 281.419 | -4% |
| AXA Investment Managers 2017-12-31 |
758.595 745.912 | +2% | 115.008 | +1% | 642.128 | +2% |
| Affiliated Managers Group (AMG) 2017-12-31 |
707.601 698.162 | +1% | 290.268 | +3% | 409.777 | 0% |
| UBS Global Asset Management 2017-12-31 |
700.449 663.361 | +6% | 202.917 | +7% | 483.088 | +5% |
| DWS 2017-12-31 |
687.000 700.000 | -2% | 322.000 | -4% | 377.850 | 0% |
| Insight Investment 2017-12-31 |
680.103 658.905 | +3% | 5.020 | -2% | 675.163 | +3% |
| Legg Mason Investments 2017-12-31 |
639.232 639.112 | 0% | 172.560 | +2% | 463.830 | -1% |
| Aberdeen Standard Investments 2017-12-31 |
629.876 340.348 | +85% | 54.493 | +181% | 476.974 | +67% |
| Franklin Templeton Investments 2017-12-31 |
619.772 628.243 | -1% | 477.134 | -3% | 158.328 | +5% |
| BNP Paribas Asset Management 2017-12-31 |
560.000 569.332 | -2% | 196.372 | 0% | 364.000 | -2% |
| Allianz Global Investors 2017-12-31 |
524.175 497.988 | +5% | 146.993 | -2% | 380.543 | +8% |
| Dimensional Fund Advisors 2017-12-31 |
499.949 481.772 | +4% | 499.949 | +4% | ||
| Schroder Investment Management 2017-12-31 |
492.700 490.900 | 0% | 202.600 | 0% | 290.800 | +1% |
| AB 2017-12-31 |
463.397 462.901 | 0% | 238.103 | +3% | 218.376 | -3% |
| Generali Investments 2017-12-31 |
455.064 463.040 | -2% | 11.388 | -9% | 444.659 | -2% |
| Wells Fargo Asset Management 2017-12-31 |
424.114 420.750 | +1% | 70.125 | +16% | 342.554 | -2% |
| Columbia Threadneedle Investments 2017-12-31 |
413.489 412.964 | 0% | 247.166 | +1% | 164.185 | -1% |
| Morgan Stanley 2017-12-31 |
407.150 401.967 | +1% | 71.294 | -7% | 340.858 | +3% |
| MFS Investment Management 2017-12-31 |
405.219 408.947 | -1% | 229.555 | +2% | 171.340 | -4% |
| HSBC Global Asset Management 2017-12-31 |
397.782 391.550 | +2% | 206.233 | +2% | 187.823 | +1% |
| Aviva Investors 2017-12-31 |
394.233 397.924 | -1% | 43.387 | -5% | 353.205 | 0% |
| Principal Global Investors 2017-12-31 |
386.300 377.500 | +2% | 32.200 | +1% | 353.700 | +2% |
| Eaton Vance 2017-12-31 |
381.227 360.764 | +6% | 214.406 | +13% | 138.208 | -6% |
| Nomura 2017-12-31 |
380.852 361.853 | +5% | 254.105 | +6% | 111.545 | +4% |
| Western Asset Management 2017-12-31 |
360.583 369.174 | -2% | 360.583 | -2% | ||
| Credit Suisse Asset Management 2017-12-31 |
347.028 329.793 | +5% | 75.852 | +5% | 267.212 | +5% |
| Macquarie Asset Management 2017-12-31 |
338.646 314.400 | +8% | 65.134 | +23% | 258.496 | +4% |
| Union Investment 2017-12-31 |
336.300 323.900 | +4% | 136.000 | +5% | 193.700 | +3% |
| Federated Investors 2017-12-31 |
325.965 331.900 | -2% | 221.092 | -3% | 112.139 | +1% |
| M&G 2017-12-31 |
323.125 336.170 | -4% | 89.778 | +1% | 232.866 | -5% |
| Janus Henderson Investors 2017-12-31 |
317.000 308.800 | +3% | 188.400 | +3% | 123.600 | +3% |
| Eurizon Capital 2017-12-31 |
311.070 313.592 | -1% | 151.455 | -2% | 162.212 | 0% |
| Barings 2017-12-31 |
306.250 254.253 | +20% | 30.191 | +54% | 259.900 | +16% |
| ORIX Europe 2017-12-31 |
296.400 292.000 | +2% | 146.000 | 0% | 150.000 | +3% |
| DekaBank (Deka Gruppe) 2017-12-31 |
268.700 265.300 | +1% | 129.300 | +1% | 138.000 | +1% |
| Fidelity International 2017-12-31 |
266.316 270.232 | -1% | 197.769 | -4% | 76.066 | +5% |
| Neuberger Berman 2017-12-31 |
260.993 246.414 | +6% | 86.790 | +2% | 172.565 | +8% |
| MEAG 2017-12-31 |
251.139 252.480 | -1% | 4.768 | -11% | 246.873 | 0% |
| Russell Investments 2017-12-31 |
248.300 247.608 | 0% | 51.759 | +1% | 196.100 | 0% |
| NN Investment Partners 2017-12-31 |
240.000 246.000 | -2% | 64.000 | -3% | 178.000 | -2% |
| BMO Global Asset Management 2017-12-31 |
219.875 216.844 | +1% | 87.470 | -3% | 134.649 | +4% |
| Baillie Gifford & Co 2017-12-31 |
218.123 202.331 | +8% | 21.080 | +26% | 191.635 | +6% |
| Nordea Asset Management 2017-12-31 |
213.400 224.000 | -5% | 134.000 | -2% | 82.000 | -9% |
| Swiss Life Asset Management 2017-12-31 |
194.595 191.229 | +2% | 194.595 | +2% | ||
| AQR Capital Management 2017-12-31 |
193.435 186.578 | +4% | 3.428 | +60% | 187.937 | +3% |
| Nikko Asset Management Europe Ltd 2017-12-31 |
185.077 176.226 | +5% | 115.831 | +5% | 63.428 | +5% |
| Lazard Asset Management 2017-12-31 |
183.258 185.183 | -1% | 15.996 | +7% | 166.209 | -2% |
| LGT Group 2017-12-31 |
178.084 172.585 | +3% | 120.678 | +3% | 53.921 | +4% |
| Santander Asset Management 2017-12-31 |
177.200 182.100 | -3% | 111.000 | 0% | 66.000 | -7% |
| Pictet Asset Management 2017-12-31 |
163.231 164.565 | -1% | 97.419 | +1% | 65.169 | -3% |
| Bank J. Safra Sarasin Group 2017-12-31 |
151.285 145.405 | +4% | 118.373 | +4% | 28.744 | +6% |
| Putnam Investments 2017-12-31 |
148.047 141.920 | +4% | 65.116 | +5% | 79.982 | +4% |
| Lyxor Asset Management 2017-12-31 |
139.300 132.100 | +5% | 15.852 | +5% | 122.584 | +5% |
| Swisscanto Asset Management 2017-12-31 |
137.579 136.315 | +1% | 23.925 | -9% | 115.742 | +3% |
| First State Investments 2017-12-31 |
134.789 143.600 | -6% | 48.000 | -6% | 89.717 | -6% |
| Investec Asset Management 2017-12-31 |
120.662 117.019 | +3% | 38.414 | -2% | 82.825 | +5% |
| Hauck & Aufhäuser Privatbankiers 2017-12-31 |
116.091 74.973 | +55% | 14.995 | 0% | 101.091 | +69% |
| Candriam Luxembourg S. A. Investors Group 2017-12-31 |
112.660 112.583 | 0% | 41.884 | -3% | 72.158 | +2% |
| Union Bancaire Privée 2017-12-31 |
111.000 107.158 | +4% | 80.590 | +3% | 27.923 | +5% |
| Danske Invest 2017-12-31 |
110.407 108.488 | +2% | 66.835 | -6% | 47.791 | +15% |
| Vontobel Asset Management S.A. 2017-12-31 |
106.540 105.346 | +1% | 18.254 | +4% | 87.621 | +1% |
| Oaktree Capital Management 2017-12-31 |
104.383 83.672 | +25% | 13.482 | +1% | 90.744 | +29% |
| LSV Asset Management 2017-12-31 |
101.478 98.808 | +3% | 101.478 | +3% | ||
* Cluster
| Cluster | Bereich |
|---|---|
| Cluster 1 | > 100 Mrd. Euro |
| Cluster 2 | 10 Mrd. - 100 Mrd. Euro |
| Cluster 3 | 1 Mrd. - 10 Mrd. Euro |
| Cluster 4 | 200 Mio. - 1 Mrd. Euro |
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