What we offer
KKL Partners assist institutional investors to solve investment challenges by providing access to highly effective investment solutions that are provided by top-rated third parties.
We combine our diverse backgrounds, professional skills, and our high calibre networks to bring best-in-class products to investors.
Each of our solutions has a genuine ability to provide impactful strategic diversification within institutional portfolios.
By decomposing complexity and unravelling risk premia, we provide sound investment rationales, while a focus on implementation efficiency provides contributes to stringent risk control and regulatory compliance.
Our expertise
Our expertise in managing institutional investment portfolios has depth and breadth.
We have extensive professional experience in all aspects of managing assets for pension funds, insurance companies and family offices.
Solutions offered by KKL Partners are of institutional quality and enable investors to withstand the headwind of sustained quantitative easing policies.
The core competences of our partners cover the following areas:
- CIO / Outsourced CIO
- Investment management
- Actuarial
- ALM
- Risk Management
- Investment Banking
The diverse backgrounds of the partners provide for a holistic view on portfolio management and portfolio implementation.
This allows KKL Partners to add synergies, both to the asset owners and the product providers to whom our services are delivered.
Our vision
The extension of extremely accommodative monetary policies across advanced economies will continue to challenge the expected returns of institutional portfolios well into this decade.
It will leave portfolios based on traditional strategic asset allocation policies struggling to meet their required liability returns.
A switch to higher return generating assets is vital for the industry to remain relevant. Any such switches, however, will prove complicated as regulatory standards tend to penalize volatility.
The schism between a surge for yield and capital adequacy standards is hard to solve and poses incredible challenges to institutional investors.
KKL Partners have identified highly effective solutions within the following areas:
- Incorporation of less common but solid and often uncorrelated risk premia that contribute to a higher-yielding and more robust overall portfolio;
- Private assets in specialized areas managed by top-rated asset managers, offering additional risk premia with lower observed volatility. Especially within fixed income, risk premia are expected to stay elevated as a result of the secular bank disintermediation trend
- Dynamic asset allocation techniques with a proven track record in combining downside deviation management with return preservation, that allow for a smoother evolution of funding ratios through time.
- Overlay portfolios that provide efficient structuring and hedging properties that contribute to optimizing SAA target portfolios ssets.
Our analytical capabilities are of high institutional quality and our experience is at CIO and senior portfolio management level.
We focus on asset allocation solutions for pension funds as well as integration of highly sophisticated alternative investment opportunities within Solvency-II based portfolios.