Through approximately 300 on-site company meetings per year, the framework conditions of the relevant topics can be qualitatively understood and assessed. An assessment of the company management will also be done. In addition, specific questions on ESG criteria are asked during the meetings. Visits to the key investment regions of North America, Europe and Asia mean that we are closer to market developments and can react to upcoming developments at an early stage.

A comprehensive database has been built up for the continuous analysis of companies over the entire history of TBF. As part of a structured investment process, all data is used to calculate a company value and a target price for focused equity and bond strategies. In addition to the database-supported analysis, each individual stock selection is preceded by a fundamental analysis. TBF's ESG department assesses each company in parallel on the basis of corresponding ESG criteria.

As soon as a security has undergone the qualitative and quantitative analysis process and has been approved for investment, our portfolio management can invest. Based on the defined risk/reward profile, a decision is made as to which fund mandate this security will be allocated to and with which weighting. After the investment, all securities are monitored on an ongoing basis.

Risk management without ifs and buts: the in-house software for company analysis plays a key role. A synthetic index - the Q-factor - is used for risk management and is integrated into the trading system. On the basis of quantitative and qualitative factors, signals are generated to adjust investment quotas and individual stock allocations. This results in strict and sustainable risk management, which is used in accordance with the respective investment strategy. Company developments with regard to ESG criteria are monitored on an ongoing basis so that we can react quickly in case of a deterioration.

In a clearly defined investment process like ours, humans are always ultimately responsible. That's why all information is gathered by our fund managers. The TBF portfolio management team is made up entirely of experts with an average of more than 20 years' experience. TBF has a simple philosophy: you can only be strong as a team! For this reason, the fund managers meet daily and advise each other. Each fund mandate benefits from the expertise of each team member.

Would you like to launch a special fund or a mutual fund with your label? We are able to implement all strategies individually for you. Based on your investment objectives and wishes, we will be happy to create solutions for you in accordance with the TBF investment process.