Helaba Invest Kapitalanlagegesellschaft mbH

Address
Junghofstr. 24
D-60311 Frankfurt
Contact Person
Andrea Lehmann-Gutermuth
Phone
+49 69 29970-256
Fax
-
Headoffice
Frankfurt am Main
Branches
-
Year of establishment
1991
Active in Germany since
1991
Managing director/board member
Dr. Hans-Ulrich Templin (spokesman of the management board), Dr. Dirk Krupper, Olaf Tecklenburg, Dr. Jürgen Wiedmann
Profile

The business strategy of Helaba Invest is based on the three pillars of "Master KAG", "asset management for equities, fixed income and money market" and "asset management for real estate and alternative investments". 

In order to meet the rising demand of institutional investors for solutions to the current market environment characterized by low interest rates and high volatility, Helaba Invest has broadened its product range. Besides the asset class real estate Helaba Invest offers private equity, infrastructure, renewable energy and forest investment products. These asset classes do not only make a significant contribution to portfolio diversification but also offer a certain degree of inflation protection.

The services of Helaba Invest range from consulting for strategic asset allocation, the selection of investments - mostly in the form of investment funds - to a rigorous monitoring and risk management. Due to the long-term nature and the restricted fungibility of the asset classes, the selection process plays an important role in performance. For this Helaba Invest has built up a dedicated team of experts.

Assets
176, 9 bn EUR (special and mutual funds) (per 30.09.2021)
Assets in the field of AI
Real estate: 12,28 bn EUR Alternative Investments: 1,94 bn EUR (per 30.09.2021)
Number of employees
359 (including in the AI area: 14)
Regional focus
global
Target group
Institutional investors
(Supervisory) registration at / since
BaFin (01.01.1991)
BAI-Member since
01.01.2012
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