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Investing with strategy –
when active risk management counts
Date:
23. April 2025
ETFs are booming and are seen as a cost-effective investment solution. But are they also the best choice in volatile markets? Actively managed funds rely on hands-on portfolio and risk management to minimise drawdowns.
Nordlux Vermögensmanagement takes a broader perspective and shows how a flexible investment strategy can combine the strengths of in-house fund management with the benefits equity ETF replication – ensuring stable returns.
On the other side of the spectrum are asset management companies and actively managed funds, in particular investment funds with a discretionary asset management approach. These funds do not follow a benchmark. Instead, they offer flexible allocation and diversification across asset classes, all with one core objective: risk management. Especially in volatile or declining markets, active strategy adjustments can help avoid significant drawdowns. Fund managers closely monitor both risks and returns. At a time when ETFs inevitably fluctuate with the ups and downs of the markets or the replicated indices, this still seems like a compelling alternative.
Nordlux Vermögensmanagement combines the best of both worlds
With the sub-fund Nordlux Pro – Aktien Global (ISIN: LU2951569883 AK A) Nordlux Vermögensmanagement seeks to unite the strenghts of its in-house fund management with the advantages of equity ETF replication. This combination allows investors to benefit from the company's sound macroeconomic approach, based on careful analysis and strategic decision-making. At the same time, it aims to leverage the efficiency and cost transparency of ETFs as the dominant investment vehicle. The objective is to create an investment that systematically participates in global economic growth and benefits from the upward momentum of the global equity markets with a disciplined, emotion-free methodology. The result is a highly efficient investment strategy that combines the best of both worlds.
One of the largest private asset managers in Luxembourg serving German-speaking clients is adding this investment strategy to its existing range of investment advice, discretionary portfolio management, and fund management. While this strategy may be new in the context of funds, the Nordlux Vermögensmanagement team brings more than ten years of experience. Within the scope of individual asset management, the strategy has already been tried and tested and has proven its resilience through several crises, such as the COVID-19 pandemic, the war in Ukraine, the inflation shock, and the trade war.
Nordlux Vermögensmanagement also acts as a fund initiator and portfolio manager for individual funds launched in cooperation with external investment advisors. These include the two endowment funds Nordlux Pro - Bürgerstiftungsfonds (ISIN: LU0945096450) and Nordlux Pro - StiftungsPartner (ISIN: LU1297767904 AK A), which were initiated together with Braunschweigische Landessparkasse and recently achieved excellent rankings (2nd place and 8th place, respectively) in this year's Sustainable Performance Award, organised by the specialist magazine DAS INVESTMENT.
1 Reuters: „ETFs could face obstacles in 2025 after bumper year“, 2. Januar 2025, abrufbar unter: https://www.reuters.com/markets/us/etfs-could-face-obstacles-2025-after-bumper-year-2025-01-02
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