All risks under control. All opportunities within our reach.

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

The quality of our funds is built on our many years of experience and the depth of asset expertise that our specialists possess. As well as assessing potential value enhancement, our in-house professionals also actively manage assets on a continuous basis, for the full duration of the funds. Our wide-ranging expertise spans from purchasing, to marketing and proximity to assets, helping to anticipate risks early and to successfully modify investment structures.

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

Risk Management at KGAL Investment Management GmbH & Co. KG has set up a specific  risk management system designed to identify, measure and manage the relevant risks. Our risk management system supports all three management divisions through regular monitoring of key parameters at market, fund and investment level, and using the data to make specific recommendations. By discussing the topics face-to-face with transaction, asset and portfolio managers, we continue to minimise risk at all levels.

Our risk management supports all divisions.

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.

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.
This includes:

  • Definition and adherence to the fund’s investment strategy and risk profile and development of the fund
  • Definition and adherence to the basic acquisition and sale structure, as well as the fund’s financing strategy
  • Liquidity management at fund level
  • Regular review of the overall portfolio, including analyses of portfolio performance and recommendations for adjustments
  • Ongoing fund 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

  • Commercial and technical management of assets
  • Performance and variance analysis at asset level, and initiation of countermeasures
  • Coordination of lessees, operators and external service providers
  • Decisions regarding maintenance and investment measures
  • Implementation of regulatory and legal changes
  • Claims management
  • Budget and cash flow planning

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.

The goals of risk management at company level include assessment of the company’s risk-bearing capacity, and the identification and avoidance of any actions by KGAL Investment Management GmbH & Co. KG which may threaten its existence.

On a practical level, KGAL Risk Management works towards these goals using the following instruments:

  • Identification of risks
  • Creation of transparency
  • Avoidance of existential risks
  • Introduction of countermeasures when risks arise

Stipulation of reporting structures for the Management Board, shareholders and financial auditors

When it comes to risk management at fund level, KGAL Investment Management GmbH & Co. KG focuses mainly on risk transparency, as well as the identification of structures which put yield and capital at risk. This is implemented at fund level using the following instruments:

  • Creation of risk transparency by way of thorough risk-related due diligence
  • Creation of a risk profile
  • Monitoring of risks which threaten yield and capital
  • Monitoring of limits

Stipulation of reporting structures for the Management Board, shareholders and financial auditors

Our Risk Management at a Glance.

Your Point of Contact.

Head of Risk Management

Dr. Martin Baranowski martin.baranowski(at)kgal.de
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