Developed with and for entrepreneurs
Enterprise & Entrepreneur Mandate
- Diversification
- Active management
- Open architecture
A portfolio exclusively intended for companies and consisting of a limited number of specific investment funds.
Mandate characteristics:
The Enterprise & Entrepreneur (E&E) Mandate invests in a limited number of investment funds, with the aim of investing in financial instruments with a low corporate tax impact. In addition, good management, adhering to the strategy and respecting the investment profile remain the most important criteria for investments within the E&E mandate at all times.
What the mandate comprises:
The portfolios are built up in accordance with the principle of open architecture, where the Portfolio Manager has access to a global range of investment funds.
Equity
The equity component consists of several DBI-RDT funds in which we will invest depending on our regional preference. The management of the underlying funds is done by external managers.
Bonds
The bond component is approached through two categories, namely High Quality and High Return. For both categories, the Portfolio Manager prefers to use bond funds. The weight in each category depends on the bank's investment strategy.
Cash
The Portfolio Manager may also opt to hold part of the portfolio in cash.
Portfolio management and sustainability
Themes such as climate change, circular economy, human rights and social entrepreneurship play an increasingly important role in our society. As a financial institution, we are aware of our responsibility in this regard. Our experts invest for you in companies that lead the way in finding and maintaining the balance between people, the environment and society. For you and for future generations.
More information and conditions
What is the investment approach?
The portfolios are actively managed according to the market conditions and in line with your risk profile.
Our Portfolio Managers ensure the optimal allocation of your portfolio. They construct the portfolios based on the investment strategy defined by the Global Investment Committee. This strategy defines the preference for asset classes, regions, sectors and themes.
Sustainable Financial Disclosure
Following the European Sustainable Finance Disclosure Regulation (SFDR), you can find below an overview with more information on the investment strategy and how your mandate is handling the sustainability risks. You will also find information about the ecological and social characteristics or the sustainable objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.