English Contact Login Overview Strategy Focus Advantages SIMPLY INVESTING MORE MEANINGFULLY. THOMASLLOYD’S DIGITAL SUSTAINABLE REAL ASSET PORTFOLIO MANAGEMENT. Home › Investors › Wealth Management MORE PERFORMANCE. EXCLUSIVE OFFER, CONVINCING ADVANTAGES. ThomasLloyd’s sustainable real asset portfolio management offers private individuals, companies and their advisors a truly exclusive investment approach, regardless of the investment amount. This is due to an active, holistic and independent management philosophy, a best-in-class portfolio allocation and high expectations on returns, costs and transparency. The asset management approach of ThomasLloyd`s sustainable real asset portfolio management benefits from the diversification and associated risk mitigation characterised by its unique multi-asset strategy. It invests in a broad, international spectrum of concrete, crisis-resistant and sustainable real asset projects. At the same time, it invests in a wide range of asset classes that structurally represent and securitise these real assets. The asset management can either act as a diversification solution added to an existing portfolio mix or serve as the porfolio’s core investment. For investors who are willing to accept a certain degree of illiquidity, ThomasLloyd offers to stabilize their portfolio based on high-quality real assets, to reduce the risk of loss and volatility, to increase the return potential and, at the same time, to sustainably increase cash flow. OUR INVESTMENT STRATEGIES INVESTMENT FOCUS ON SUSTAINABLE REAL ASSETS ThomasLloyd’s sustainable real asset portfolio management invests in up to four different real asset classes depending on the investment strategy. SUSTAINABLE INFRASTRUCTURE SUSTAINABLE REAL ESTATE SUSTAINABLE AGRICULTURE, FORESTRY AND FISHERY SUSTAINABLE FINANCE THE PLUS The investment philosophy, investment guidelines and restrictions of ThomasLloyd’s sustainable real asset portfolio management differ significantly from traditional offers. It also presents clear advantages to the investors, aggregated into five risk-adjusted investment strategies that take into account the investment objectives, risk profiles and investment horizons of each individual investor. INDEPENDENT, INSTITUTIONAL REAL ASSET PORTFOLIO MANAGEMENT WITH AN ATTRACTIVE RISK–RETURN PROFILE The portfolio management allows investors to participate in selected sustainable real assets worldwide. These are usually reserved exclusively for sector-experienced global institutional investors who are able to invest tens or hundreds of millions of euros per transaction. It is ideally positioned for investors to achieve long term benefits from the higher earnings potential these asset classes offer from the structural imbalances in supply and demand and from their complexity & illiquidity premiums. These benefits have not been available via traditional equity and bond exposures. The advantages of successful real asset investments are generally achieved in the medium to long term and this is reflected in an investment horizon which aims for absolute returns in the medium to long term in all five investment strategies. To counter market developments adequately, ThomasLloyd proactively adapts its real asset portfolio whenever necessary on the basis of its internationally award-winning investment process. As a bank-in-dependent asset manager, ThomasLloyd is free to decide how the portfolio is allocated – whether with its own real assets or those of third-party providers. The priority is to ensure the best projects in terms of financial, environmental and social returns (a genuine sustainable multi-manager approach). SUSTAINABLE REAL ASSET PORTFOLIO MANAGEMENT WITH GUARANTEED ECOLOGICAL AND SOCIAL IMPACT ThomasLloyd’s portfolio management pursues a consistent impact investing approach. This differs substantially from other investment strategies with a “sustainability label” because it has a principle of mandatory and verifiable environmental and social impact as depicted in its positive catalogue. Investments are only undertaken if the real asset meets ThomasLloyd’s mandatory ESG criteria which are based on international sustainability standards (e.g. World Bank, PRI) and if the investment has a measurable and documentable impact. The asset management ensures this by investing directly in unlisted sustainable real assets rather than listed securities. Only this can guarantee that the applied financial resources are always subject to own-supervision, without leaving the sphere of influence and that the continuous verification of the use of funds is ensured – from the investor’s depository account down to the individual real asset. This is the only way to exercise far-reaching control not only over financial efficiency, but also over the ecological and social impact over the entire lifecycle of the project. This is a service that a traditional investment manager simply cannot provide. EFFICIENT REAL ASSET PORTFOLIO MANAGEMENT ON FAIR TERMS The portfolio management offers a fair, transparent and performance-focused “value-for-money” approach. There are no individual transaction costs, ongoing depositary fees or initial charges on own products. In addition, all third party management fees and initial charge discounts negotiated by ThomasLloyd, through economies of scale, are passed directly onto the investor. Bearing in mind that the due diligence and transaction documentation costs of a single real asset can be in the seven-digit euro range, and that such processes cannot be standardised, ThomasLloyd’s asset management is by far the most cost-effective way to invest directly in sustainable real assets within the range described. SIMPLY INVESTING MORE MEANINGFULLY. MORE MEANING. – gained from a 100% ecological and social return, accompanied by the appeal of strong financial performance, is making a valuable contribution for a better world. MORE PROGRESS. – by investing in essential real assets that promote social development regionally and positively influence the future for all of us. MORE SUBSTANCE. – the result of many years of experience and sound expertise from a trustworthy partner. MORE PERFORMANCE. – from an exclusive investment approach which is based on clear principles and absolute independence, while always keeping an eye on the investors‘ objectives. MORE FLEXIBILITY. – Choose from five different investment strategies with different investment options and currencies to suit your personal circumstances and investment goals. ACHIEVING MORE TOGETHER. With ThomasLloyd’s digital sustainable real asset portfolio management. Find out more about the advantages of ThomasLloyd's digital sustainable real asset portfolio management DOWNLOAD BROCHURE Disclaimer The wealth management services offered to you via this website are provided by First Capital Management Group GmbH, hereinafter referred to as "FCM", Herzogstraße 60, 80803 Munich. FCM will be your contractual partner for the wealth management services. FCM will commission ThomasLloyd Global Asset Management (Americas) LLC, 427 Bedford Road, Pleasantville, New York 10570, USA with the practical implementation of the portfolio management. Advise on individual financial instruments (investment advice) and/or commission transactions in individual securities (investment brokerage) will be provided by FCM. Privacy policy Privacy Policy GDPR Privacy Center Terms and conditions Imprint © 2021 ThomasLloyd Group. All Rights Reserved. WELCOME TO THOMASLLOYD We use and store cookies on your device. By clicking "Accept All", you consent to the use of cookies as described in the Privacy policy. You also agree to the transfer of your data to the USA, where there may not be a level of data protection comparable to that in the EU. Under "Settings" you can accept individual cookies or confirm that no cookies should be set. You can revoke your consent at any time, details can be found here. ACCEPT ALL SETTINGS Imprint | Privacy Policy