Basler Versicherungen and Deutsche Asset Management launch joint robo advisory offering

Deutsche Asset Management (Deutsche AM) and Basler Versicherungen today announced that Basler Versicherung is the first partner to deploy new Robo white label technology developed by Deutsche AM, with the launch of a new distribution channel called “Baloise MONVISO” available on Basler Versicherungen private clients now have access to professional investment management expertise from Deutsche AM via the internet. This allows the client to finalise a tailored, fund-based investment – completely digitally, from developing a personal investment strategy through to setting up a portfolio online. Basler Versicherung will manage distribution to the client with Deutsche AM taking responsibility for portfolio management.

Portfolio management is based on Deutsche AMs strategic outlook which is defined by Chief Investment Strategist Stefan Kreuzkamp and backed by the expertise of more than 600 investment specialists. Investments are actively managed by the Deutsche AM Multi Asset team. The investment universe will include active and passive Deutsche AM funds, funds from Baloise Asset Management and those from other fund companies.

Basler Versicherung has pursued a digital investment advisory strategy since 2009. It offers a recommended fund list as well as fund portfolios that can be specially constructed for the client. Baloise Asset Management in Switzerland selects funds from a variety of well-respected fund houses and creates portfolios.

At the end of 2017 the offering will be expanded to include Deutsche AM managed portfolios and digital portfolio sign-up. At this stage, the product will also be made available to Basler Versicherung advisors. The Deutsche AM robo platform offers distribution partners such as Basler Versicherung a pre-built white label solution for automated investment management based on a flexible fund universe. Investors set concrete investment objectives which then drive a tailored and professional asset management service. With a minimum investment of only EUR 400 or regular monthly savings of EUR 50 the service is open to a broad demographic.

Dr. Jürg Schiltknecht, CEO at Basler Versicherungen, explained: “We regard robo technology as another important step towards our Baloise Group strategy as well as establishing digital initiatives in Germany. In the first six months of this year, the Baloise Group has already launched the insurance tech start-up "Friday" and we went live with exclusive online advisory distribution. Baloise MONVISO gives us a brand new distribution channel targeting the end customer. Launching a second stage for our distribution partners means our portfolio includes a pioneering digital offer”.

Thorsten Michalik, Head of Distribution at Deutsche AM for Europe, Middle East, Africa and Asia, explained: “Digitalisation will fundamentally change the face of the asset management sector as we know it. Robo technology is our initial and important step to ensure we are active players in this process. We will continue to include technological innovation in developing our investment and distribution approach – for example, we are already planning to exploit Big Data, artificial intelligence, ChatBots, virtual reality and Natural Language Processing technologies”.

For further information please contact:

Basler Versicherungen
Thomas Klein
Tel.: +49 (0)6172 / 13 4364
Deutsche Asset Management
Frank Bremser
Tel: +49 (0)69 / 910 14941

Basler Versicherungen

Basler Versicherungen is based in Bad Homburg and has been doing business in the German market for more than 150 years. It offers insurance and pension solutions in the arenas of indemnity, accident and life insurance. The company positions itself as an insurer with intelligent prevention, the “Basler World of Security“. Unlike conventional insurance products, prevention lies at the heart of all advisory services for products and services. As such a new client does not just benefit from when he signs up, but in fact draws on the entire wealth of experience of the company which is a genuine “plus” in terms of security. Basler Versicherungen is part of the Baloise Group, Basel (Switzerland). In 2015 its transaction volume was euro 1.3 billion and the company employs some 1,740 staff.

Deutsche Asset Management

With EUR 723 billion of assets under management (as of March 31, 2017), Deutsche Asset Management[1] is one of the world’s leading investment management organizations. Deutsche Asset Management offers individuals and institutions traditional and alternative investments across all major asset classes.

1. Deutsche Asset Management is the brand name of the Asset Management division of the Deutsche Bank Group. The respective legal entities offering products or services under the Deutsche Asset Management brand are specified in the respective contracts, sales materials and other product information documents.


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