fund management – tailor-made and individualised
independent asset manager - focus on real economy
We invest exclusively in value-generating business models from the real economy and participate in growing their value.
As an active investor we exercise our social responsibility through the allocation of the resources entrusted to our care (the PRISMA-ESG approach).
Our mutual funds are actively managed mixed or equity funds which are invested when they have a promising opportunity-risk profile. All PRISMA mutual funds are managed on the basis of the investment principles of capital preservation and target return. The fund management directs the fund allocation and/or the investment rate flexibly and independently of benchmarks.
Have you any questions about our fund offer?
"As a spin-off from the asset management of one of the largest German non-profit foundations, Software AG-Stiftung, it goes without saying that we exercise our responsibility when allocating capital and invest exclusively in sustainable business models.“
Andreas Rachor, founder and managing partner of
PRISMA Investment GmbH
To preserve the substance of invested capital and to achieve an attractive target return for our customers is, in our view, to pursue an investment policy tuned to contemporary needs.
Our core competence is the asset management of mixed or blended funds with special expertise in high-yield corporate bonds and Asian equities.
We seek to ensure continuous asset growth in our funds. As an investment boutique we are committed only to the benefit of the individual customer. Our success lies in the way your investment performs!
For the realisation of your individual investment strategy we can also offer the use of special funds (possible requirement: upwards of approx. €20m).
The institutional clients for which we successfully manage a number of special funds include insurance companies, pension funds, foundations and companies..
You too can profit from our customised investment policy.
"What our clients expect from us are capital preservation, challenging returns and low volatility. These are conditional on a high level of flexibility in asset allocation and rigorous risk management."
Bernd Bötsch, Portfolio Manager and managing partner of
PRISMA Investment GmbH