Setting standards in investment together
For this type of asset management, we define a benchmark together with the client.
The allocation of this asset management product is guided by the client's risk propensity and appetite. Based on this, an optimal portfolio that maximises returns is defined, along with a benchmark. In order for the client to benefit from special market opportunities, we reach an agreement to deviate from the contractually determined benchmark weights for each asset class by a defined extent.
The goal of the LLB investment policy is to achieve better performance than the benchmark, with the aim of participating disproportionately in benchmark gains with somewhat lower losses in the event of setbacks. The product includes full participation in the benchmark development with corresponding losses during negative market phases. An investment in securities also entails risks. Compliance with a certain lower value limit cannot be guaranteed.
We are always happy to set new standards for your investments
Securing individual assets even in difficult market scenarios, transparent reporting with custom tailoring, implementing ambitious investment goals together – you can trust us on all these points.
Our total return
Broad diversification, flexible allocation, not tied to a benchmark. Your goals and preserving your assets are our focus.
Portfolio reporting
As an investor, you will always know how your investments are doing, and you can call up targeted, individual evaluations via the online client portal.
Investment advice
Your asset situation and goals form the basis for sound advice. We develop an initial strategy for your investments, and you make the ultimate decision.
The aim is to advance your assets together
Get to know us
Who's behind the experts at the LLB? Learn more about us here.
Get in touch with us
Give us a call. We're also happy to assist you by phone.
Let us advise you
Do you have any unanswered questions? We'll find the best solution for you.
Please note: This information is a marketing notification that has been prepared by LLB (Österreich) AG and all of its subsidiaries (LLB Invest KAG, LLB Immo KAG and LLB Realitäten KAG) exclusively for general information purposes. Publication, reproduction or disclosure of this information without approval from LLB (Österreich) AG and its subsidiaries is prohibited. It was not prepared in compliance with the legal provisions on promoting the independence of financial analyses and is not subject to the trading ban following the distribution of financial analyses. This document constitutes no financial analyses, no investment recommendation and no investment advice. It contains neither an offer to conclude a contract on an investment service or ancillary service nor a request to make an offer to conclude a contract on an investment service or ancillary service or to carry out other transactions. To the extent that this notification refers to products for which a prospectus must be published as prescribed by capital market law regulations, this information in no way replaces the prospectus, which is published by the relevant issuer.
Every capital investment involves a risk. In some circumstances it may lead to a total loss of the capital employed. Performance in the past does not promise future returns. As not every transaction is suitable for every investor, investors should consult their own advisors for financial, legal, tax or other questions (including, but not limited to legal or tax counsel).