The challenge is still alive: Profitability in Conservative Multi-Asset

Presented by

Kevin Dunzel and Yannic Hergers from Investment Specialist Multi Asset & ESG

About this talk

The year 2021 will again be a difficult exercise for conservative investors to obtain positive returns by controlling volatility. Some of the common building blocks used to build conservative portfolios, namely bonds, do often not provide positive expectations for returns in the world of sovereign issues, and in the world of credit, return expectations often do not outweigh risks. What is DWS doing in its Conservative Multi-Assets to cope with this situation that we expect will last beyond 2023? In 40 minutes and through 2 practical cases, we will try to show you how efficient portfolios have varied by type of investor and what solutions DWS is applying to counteract this effect. What combination of assets, what flexibility and how to balance strategic objectives with tactical positioning. For this purpose, we have considered modeling two of our most successful conservative proposals in recent years: DWS Invest Conservative Opportunities (Total Return, vol up to 5%) and DWS Invest ESG Multi Asset Defensive / DWS Stiftungsfonds (conservative MA strategy with integration of ESG factors). They are two differentiated solutions in their investment processes and that in 2020 achieved positive returns, DWS Invest ESG Multi Asset Defensive LD (2020: + 4.1%) and DWS Invest Conservative Opportunities LC (2020: + 7.2%). For this webinar we will have the participation of Kevin Dunzel and Yannic Hegers, Product Specialist of the Multiactivos team at DWS who will explain their successful investment processes and main differences between them
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