DWS is one of the largest managers in Liquid Real Assets $25.9 bn in assets under management as of December 31, 2019. While most of the assets are invested in infrastructure and real estate securities, we also offer investment capabilities in other real assets and commodities, such as gold and precious metals.
Experienced Team: About 30 investment specialists with many years of experience in the company and the industry work for the Liquid Real Assets Team.
Multi- Strategy & Global Approach: Strategic allocation and risk management is based on an investment process focusing on active stock selection through regional investment teams with a global top-down approach.
Customization: Different investment solutions via funds, individual mandates or sub-advisory agreements allow for individual preferences.
Each asset class entails a specific approach, but all share a common aspect: active stock selection based in fundamental research. A large international portfolio management and analyst team, supported by an integrated research & strategy team, allows us to continually analyze the investment universe with accuracy. We also access the global resources of the Alternatives platform specialists who invest directly in real estate and infrastructure.
Portfolio construction is based on bottom-up selection for which we use our own methodology.
1Diversification neither assures a profit nor guarantees against loss. 2Traditional portfolios of stocks and bonds are exposed to inflation risk. Commodities and TIPS have historically been the most effective inflation hedges in both the short-term and long-term; their relationship with inflation has been statistically strong. Commodity prices are a recognized driver of inflation and TIPS are inflation-linked bonds. Inflation beta measures the responsiveness of nominal returns to inflation. If an asset does not keep pace with rising inflation (exhibit inflation beta >=1), its purchasing power will fall if inflation rises. Therefore, adding assets that exhibit inflation beta to a portfolio may mitigate lost purchasing power in times of rising inflation. Reducing risk comes with a cost – commodities and TIPS are among the lowest expected-return assets
Source: DWS. Past performance is not a guarantee of future results. These are the attributes of an effective hypothetical program and do not directly represent any DWS product. Real return defined as percentage return on an investment that is adjusted for inflation. No assurance can be made that investment objective will be achieved.
1 Diversification neither assures a profit nor guarantees against loss.
Sources: Morningstar and DWS as of December 31, 2018. Asset class representation: global infrastructure, DJ Brookfield Global Infrastructure index; global real estate, FTSE EPRA/NAREIT Developed Index; commodities, Bloomberg Commodity TR Index, TIPS, Barclays U.S. TIPS Index; global equities, MSCI World Index; global fixed income. Barclays Global Aggregate Index; Global Natural Resouces, S&P Global Natural Resources Index. Equity index returns include reinvestment of all distributions. Index returns do not reflect fees or expenses, and it is not possible to invest directly in an index. For index definitions, please refer to imporatnt disclosures at the end of this presentation for further details. Past performance is not indicative of future results.
We take a global perspective to research and decision making, with the goal of delivering attractive risk-adjusted returns.
DWS’s dedicated team actively manages portfolios of securities in listed infrastructure companies around the world.
Our investment approach focuses on active stock selection, with an emphasis on underlying infrastructure fundamentals and stock valuation, and a global top-down overlay of strategic allocation and risk management. We focus on pure-play infrastructure companies where company value is largely derived from owning and operating assets that are essential for economic needs.
The Commodity Investment team’s active approach is based on fundamental research, taking into account multiple earnings factors. Products and investment solutions are available in:
The Real Assets strategy is actively managed, seeking exposure to listed real estate, listed infrastructure, commodity futures and commodity equities, and Treasury Inflation Protected Securities (TIPS), and other asset classes that exhibit real asset characteristics.
*As of 12/31/19
*As of 12/31/19
*As of 12/31/19
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