Asset Management

Asset Management takes a central position within the LLB Group. Our team has broad investment competence in all important asset classes. The LLB’s strategy funds have achieved top rankings in long-term competition comparison for many years. Various awards received in 2014 again prove that with its systematic investment processes the LLB generates clear added value for its investors.

Awards

At the “24th Lipper Fund Awards” 2014 in Switzerland, the LLB Equities Regio Bodensee (CHF) fund was honoured for the third time – after 2007 and 2008 − for its absolute performance. The fund received the award in the “Equity Switzerland Small and Mid Caps” category. “GELD”, the Austrian journal for financial professionals, selected the LLB Strategy Yield (EUR) and the LLB Strategy Balanced (EUR) funds for an umbrella award each in November 2014. In the three- and five-years assessment the Strategy Yield fund attained second place, and the Strategy Balanced fund was placed third. Our Asset Management also received top rankings for these two funds in 2013 and 2014 from the “FUCHS Performance Project”, a test for asset managers.

On 28 January 2015, the LLB Strategy Balanced (CHF) fund was awarded the “German Fund Prize” at the “14th Funds Professional Congress” in Mannheim, Germany. In the Mixed Fund Global Multi Asset category, the fund was awarded the title “Outstanding”.

LLB investment funds

The LLB Asset Management possesses outstanding investment expertise, and is constantly enhancing and expanding its knowledge. In 2014 we further refined and improved our range of funds, our risk management and analysis based on quantitative value models. Two new strategy funds in USD were launched for investors in the LLB growth markets of the Middle East and Eastern Europe. With the exception of five funds for institutional large investors, all our funds are EU-compatible.

And all LLB funds are actively managed by our experienced fund managers – at low cost. Our asset management costs are just 39 percent in comparison with Swiss competitors, and 41 percent in comparison with competitors in Western Europe.

With the ground-breaking introduction of its new pricing model on 1 July 2014, the LLB Group fulfilled its clients’ requirement for more transparency, a clear fee structure and an attractive price / performance ratio.

In both asset management and investment advisory business, the Liechtensteinische Landesbank and Bank Linth forego distribution payments for LLB funds, and pay retrocessions for external funds fully to their clients without being requested to do so. Furthermore, they are among the first banks in Europe to make the fees for strategy funds dependent on performance, and for bond funds dependent on the interest rate level.

Innovation projects

In 2015, the LLB Group is making targeted investments in the future. Asset Management is continuing to develop its equities quant-value model and expand its range of funds focusing on clients and markets. In an innovative partnership with Avaloq, a leading international provider of integrated solutions for wealth management, universal and retail banks, as well as swissQuant Group, a company specialised in risk and earnings analysis, our Investment Center is developing an innovative IT-based platform for investment advisory solutions. From autumn 2015, all clients of the LLB Group will benefit from an advisory concept enabling excellent client care and portfolio monitoring, as well as automated processes which ensure compliance with regulatory provisions and safeguard risk management (see the chapters “Private banking”, and “Corporate center”).

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