Asset Management

Within Asset Management, we work with management through our own, actively managed funds and assignments according to requirement in what are called discretionary mandates. Clients are primarily institutional investors.

What do we work with?
Management teams are responsible for managing funds and the discretionary mandates. They are specialised by region or sector. They monitor and analyse their respective markets and select the securities with the best potential for their portfolios.

The Risk/Quantum team is responsible for quantitative analysis and risk calculations for the portfolios and funds. They model our portfolios to optimise the portfolio composition and compile financial statistics for clients and management teams.

The Sales team presents our services and products in individual client visits and other contexts. They put together solution proposals based on client requirements, prepare quotes, negotiate and sign contracts with institutional clients and third-party distributors. They are also responsible for ongoing contacts with and reporting to these clients.

A Marketing and Communication team works with marketing of mutual funds and the business area and supporting communication in close cooperation with the Sales team.

Operations are held together by a support organisation that includes a compliance manager, a controller, IT specialists and administrators.

© Copyright Carnegie Investment Bank AB 2009. All rights reserved