CFI, a London-based international financial magazine, gives out regular, annual awards to persons and organisations which reliably create value-added for their clients by providing excellent advice and pursuing best practice investment approaches.
The magazine’s readers are asked to vote in the CFI.co award programmes during the year. A jury then decides on the winners in the individual categories based on their contributions.
This year, the CFI.co jury named Deutsche Oppenheim the “best strategic asset allocation (SAA) team in Germany” for its PassivPlus product.
The SAA plays a major role for the investment process, which is why it is the first and most important step under the PassivPlus concept.
The detailed investment concept is developed in the fourth step. It uses passive ETFs as a basis and invests in actively managed funds whenever doing so makes sense.