Risk Management

Our risk management supports all divisions.

Transaction Management

Transaction Management is responsible for the acquisition and disposition of the funds’ investment targets. Each transaction manager ensures access to the relevant markets and concludes individual transactions. They work in close collaboration with Risk Management teams, which allows them to make risk-optimised decisions.

Portfolio Management

KGAL Investment Management GmbH & Co. KG Portfolio Management defines clear strategic requirements for our funds. This function continuously monitors whether the requirements are being met in order to react to changes in the market and to actively structure the portfolio. In addition, the Portfolio Manager is the main contact person for any queries the Risk Manager may have relating to the fund:

Implementing a risk inventory in the form of comprehensive risk due diligence and monitoring the fund’s risk profile
Monitoring compliance with the investment strategy and the limits set by the Risk Manager at fund level
Notifying the Risk Manager immediately in the event of risk-relevant ad hoc events
Providing technical support for the Risk Manager in carrying out stress tests
Supplying data to investors for risk reporting

Asset Management

Asset Management takes on responsibility for the professional management of real estate, aviation and energy plant operating assets, as well as their performance. The team works closely with Risk Management and individual fund portfolio management teams, supporting them in their decision-making processes. Asset Management focuses primarily on the

Answering detailed asset-specific queries from the Risk Manager
Notifying the Risk Manager of risk-relevant ad hoc events
Implementing risk-minimising measures at asset level
Performing simulation calculations at asset level during stress tests
Monitoring of limits set by the Risk Manager at asset level

A secure foundation for real assets.

Failure to take high-risk trends into consideration can lead to losses, or even pose an existential threat to KGAL Investment Management GmbH & Co. KG or our fund products. As such, KGAL Investment Management GmbH & Co KG has integrated a two-dimensional, sustainability-oriented risk management system that into the existing management system, which encompasses the company as well as the fund level.

Risk management at company level

The objectives of risk management at company level include ongoing monitoring of the company’s risk-bearing ability, the limitation and avoidance of risks on the part of KGAL Investment Management GmbH & Co. KG, and the initiation of countermeasures should risk events arise.

The effects of potential risks on the company are monitored through a range of measures, including ongoing liquidity and earnings stress tests.

Regular risk reporting for management, shareholders, and auditors ensures appropriate risk transparency for the company’s executive and supervisory bodies.

Risk management at fund level

When it comes to risk management at fund level, KGAL Investment Management GmbH & Co. KG focuses mainly on transparency with respect to risks that put yield and capital at risk. This is implemented at fund level using the following instruments:

Implementing a risk inventory (risk due diligence) in the form of a risk profile
Conducting stress tests
Defining and monitoring limits
Reporting of risks to KGAL investors and management

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All risks under control. All opportunities within our reach.

Fund management: all-encompassing. Risk management: state-of-the-art.

Risks are one thing you can rely on, but our risk management is another.