WELLENBERG INVEST

Wellenberg Invest is responsible for managing the group's assets by actively investing in financial markets. We seek to generate returns by investing in stocks, bonds and derivatives across the globe within our risk parameters. We use macroeconomic analysis to identify opportunities in different countries and sectors, and via our network of counterparties execute strategies on behalf of the group.

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By allocating the majority of the portfolio to fixed income assets, we aim to provide stable income streams while mitigating for a medium tolerance to risk via hedges, diversification and long-term investment horizons.

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As part of its investment strategy, Wellenberg Invest also takes ESG bonds into consideration as per our ESG Policy. We aim to generate returns while also making a positive impact on society and the environment. The policy also has a risk benefit by encouraging investments in corporate bond issuers with sustainable models, regulatory support and consequently more resilience to long-term challenges.

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