Alternative investment fund manager for institutional investors

As a regulated fund manager (KVG), FOM Invest and its 18-strong team cover all core fund and investment and asset management functions. Together with institutional investors from Germany and abroad the company develops and implements customised investment solutions in real assets. The focus here is always on an attractive risk/return profile for medium to long-term investments. 

A KVG is subject to extensive regulatory requirements under the German Investment Law (KAGB), including minimum capital requirements, organisational structure, compliance topics and reporting obligations. This requires considerable resources and investment to ensure that these legal and regulatory requirements are met. Establishing and managing a KVG also requires a high level of expertise and experience in the respective asset classes in order to be successful. We have deliberately opted for the route of establishing our own KVG licence. Regulatory and operational business are thus in one hand. The day-to-day exchange between functions in areas that are necessary for regulatory purposes and those that are operationally close to the investments is extremely fruitful and contributes significantly to the success of our products.

• Joint development of innovative investment strategies and structures that are tailored to the objectives of our partners
• Excellent market knowledge in real estate and renewable energies, based on the many years of in-depth experience of the people involved
• Short communication channels, fast and efficient decision-making between all key experts, in close dialogue with our customers and combined with innovative solutions
• Meticulous analyses of profitability, future viability, risk and other key factors

Our core expertise lies in sustainable real asset investments in the real estate and renewable energy sector. For these two asset classes, we offer semi-professional and professional investors club deals and individual fund solutions as well as the opportunity to participate in pooled funds. For those who wish to actively manage and diversify their existing assets, we design customised solutions, for example by incorporating real estate into fund structures or by managing separate accounts. Our diverse fund and investment solutions are aimed at a broad target group, including institutions in the cooperative financial network, insurance companies, pension schemes and other investor types.

Within our organisation, the Fund Operations division is responsible for the technical process of launching a fund, coordinating service providers in fund management and communicating with the custodian and the auditors of the funds and the KVG.

In addition to portfolio management, the core function of a KVG is risk management. Within this role, risks are continuously identified, assessed, monitored and managed within the specified limits and authorisation regulations in line with the business and risk strategy (risk inventory) and investment limits are monitored. This area also includes responsibility for compliance, money laundering and data protection.