Your institution is unique having a singular combination of desired investment outcomes, constraints and risk tolerance.
With such individual requirements, finding the right solutions can be difficult.
You need someone who can work in partnership with you, understand your needs, and provide customised and actionable advice for your goals.
The capabilities built on a specialist team within Allianz Global Investors (AllianzGI), with more than EUR 90 billion (USD 106 billion) of assets under advice1, AllianzGI acts as your strategic investment partner through risklab’s capabilities.
Our team of over 60 investment professionals worldwide1 develops capabilities that are tailored to your individual investment goals.
The capabilities in AP are delivered by the 7 dedicated investment advisors locally present across Asia-Pacific, we start every client engagement by listening to your needs and fostering a wide-ranging dialogue about your opportunities. Drawing on proprietary research into sources of risk and return, we help you address questions such as:
1 Allianz Global Investors, risklab; as of 30 June 2020. The asset under advice (AUA) is the “advice” which risklab team provides to the AllianzGI investment team in executing the relevant investment strategies.
Our global innovation collaboration – an intrinsic part of risklab’s capabilities – combines research tools and analytics with academic partnerships.
It helps ensure that our customised investment solutions are characterised by a high level of accuracy and precision, and operational stability and scalability. And it supports a digital-first approach, with intuitive online tools to equip clients and our own teams.
Leveraging a global academic network
Employing quantitative models and methods
Embedding industry-leading machinelearning technology and analytics
Advanced technological methods for scientific computing
Quantitative
research and
modelling
Analytics
and digital
platform
Navigate investment challenges and optimise the asset allocation to meet your investment goals
Balance risk/return objectives within your portfolio allocation and stay in control of your portfolio at all times
Benefit from investment-linked and capital-efficient guarantee solutions – combining asset management and life insurance components2 across the accumulation, transition and decumulation phases
Gain a holistic view and high process stability throughout the implementation – with an integrated approach that combines all relevant steps of the value chain
Design of target allocation of alternatives solve your regulatory, accounting and ALM challenges through holistic insurance solutions
2 The combination of life insurance components is dependent on the availability of the life insurance partner.
3 There is no guarantee that these investment strategies and processes will be effective under all market conditions and investors should evaluate their ability to invest for a long-term based on their individual risk profile especially during periods of downturn in the market.
We provide strategic asset allocation solutions tailored to each client’s unique investment situation, as well as identify ways to seek improved portfolio outcomes through a portfolio construction of best-fit investment products customised to your objectives.
Asset Allocation Advisory Process: Our asset allocation capabilities follow a clear and transparent process, leveraging a global academic network and state-of-the-art quantitative models and methods.
Source: Allianz Global Investors, risklab; 2020. For guidance only.
Investment Objectives: We tailor the process to our clients’ needs
Capital Market Assumptions: Our long-term Capital Market Assumptions are derived based on our proprietary Capital Market Model (CMM)
Asset Allocation and Portfolio Optimisation: Our optimisation methodology results in an efficient portfolio allocation aligned with your defined investment objectives. The subsequent evaluation measures your portfolio characteristics from a holistic perspective.
Source: Allianz Global Investors, risklab; 2020. For illustrative purpose only. LDI: Liability-driven investing; SAA: Strategic asset allocation. The above does not reflect any actual data or show any actual performance and are not indicative of future results.
Portfolio Construction: Robust portfolio construction is critical for a prudent implementation
Source: Allianz Global Investors, risklab; 2020. For illustrative purposes only.
Liability-driven Investing (LDI)
4 Allianz Global Investors; as of 30 June 2020. The asset under advice (AUA) is the “advice” which risklab team provides to the AllianzGI investment team in executing the relevant investment strategies".
5 There is no guarantee that these investment strategies and processes will be effective under all market conditions and investors should evaluate their ability to invest for a long-term based on their individual risk profile especially during periods of downturn in the market.
We offer customised risk management solutions that dynamically mitigate potential downside risks while maintaining the upside market participation in order to reach your target returns.
We offer varying solutions designed to meet specific client needs.
Source: Allianz Global Investors, risklab, 2020. This is for guidance only. This is no guarantee of risk and target returns.
Risk Management Overlay (RMO): RMO aims to minimise portfolio loss potential in the short-term while limiting opportunity costs in the long-term
Strategy attributes
RMO helps to establish and implement a governance framework for a persistent alignment of allocation, return objectives and risk budget
Source: Allianz Global Investors, risklab; 2020. This is for guidance only.
Benefit from investment-linked and capital-efficient guarantee solutions – combining asset management and life insurance components6 across the accumulation, transition and decumulation phases
6 The combination of life insurance components is dependent on the availability of the life insurance partner.
7 There is no guarantee that these investment strategies and processes will be effective under all market conditions and investors should evaluate their ability to invest for a long-term based on their individual risk profile especially during periods of downturn in the market.
Our Asset-Life and Pensions advisory capability develops intelligent investment solutions for the end-client retirement journey by combining our specialised risk advisory unit’s research expertise with AllianzGI’s investment capabilities and digital investment ecosystem.
Source: Allianz Global Investors, risklab; 2020. For guidance only.
Gain a holistic view and high process stability throughout the implementation – with an integrated approach that combines all relevant steps of the value chain
8 There is no guarantee that these investment strategies and processes will be effective under all market conditions and investors should evaluate their ability to invest for a long-term based on their individual risk profile especially during periods of downturn in the market.
Our alternatives capability offers advice on alternatives asset allocation, portfolio design and implementation that are customisable and cater to various investment purposes and preferences.
Source: Allianz Global Investors, risklab; 2020.
Source: Allianz Global Investors, risklab; 2020.
Advice on your regulatory, accounting and asset-liability management challenges through holistic insurance solutions
9 There is no guarantee that these investment strategies and processes will be effective under all market conditions and investors should evaluate their ability to invest for a long-term based on their individual risk profile especially during periods of downturn in the market.
Our insurance advisory capability creates value for insurance clients through holistic solutions on regulatory, accounting and asset-liability management challenges.
Insurers across the world are facing several challenges in their investment function.
Important Information
„risklab“ and „” are trademarks which are registered in the United States of America (USA), the European Union (EU), Hong Kong and various other jurisdictions. Legal owner of the aforementioned trademarks is Allianz Global Investors GmbH, a German capital management company (Kapitalverwaltungsgesellschaft) registered with Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) under the German Capital Management Act (KAGB) which is also licensed as a provider of financial services in Germany.
Any form of publication, duplication, extraction, transmission and passing on of the contents of this material is impermissible and unauthorised. No account has been taken of any person’s investment objectives, financial situation or particular needs when preparing this document. This is not an offer to buy or sell, or a solicitation or incitement of offer to buy or sell, any particular security, strategy, investment product or services nor does this constitute investment advice or recommendation. There is no assurance that any securities discussed herein will remain in the portfolio at the time you receive this document.
The views and opinions expressed in this document, which are subject to change without notice, are those of Allianz Global Investors and/or its affiliated companies at the time of publication. While we believe that the information is correct at the date of this presentation, no warranty of representation is given to this effect and no responsibility can be accepted by us to any intermediaries or end users for any action taken on the basis of this information. Some of the information contained herein including any expression of opinion or forecast has been obtained from or is based on sources believed by us to be reliable as at the date it is made, but is not guaranteed and we do not warrant nor do we accept liability as to adequacy, accuracy, reliability or completeness of such information. The information is given on the understanding that any person who acts upon it or otherwise changes his or her position in reliance thereon does so entirely at his or her own risk without liability on our part. There is no guarantee that any investment strategies and processes discussed herein will be effective under all market conditions and investors should evaluate their ability to invest for a long-term based on their individual risk profile especially during periods of downturn in the market.
Investment involves risks, in particular, risks associated with investment in emerging and less developed markets. Any past performance, prediction, projection or forecast is not indicative of future performance. Investors should not make any assumptions on the future on the basis of performance information in this document. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Investors should not solely rely on the information contained in this material in making investment decisions.
Ref no. 1331921 & 1331933
