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Important security note: Warning of attempted fraud in the name of DWS

We have detected that fraudulent individuals are misusing the "DWS" trademark and the names of DWS employees on the internet and social media. These fraudsters are operating fake websites, Facebook pages, and WhatsApp groups. Please be aware that DWS does not have any Facebook Ambassador profiles or WhatsApp chats. If you receive any unexpected calls, messages, or emails claiming to be from DWS, exercise caution and do not make any payments or disclose personal information. We encourage you to report any suspicious activity to info@dws.com, including any relevant documents and the original fraudulent email. Additionally, if you believe you have been a victim of fraud, please notify your local authorities and take steps to protect yourself.

Strategic Asset Allocation

Strategic Asset Allocation (SAA)

The strategic asset allocation (SAA) serves as the foundation of the investment strategy. The SAA process aims to monitor that the portfolio meets the long-term return and risk targets. Emphasis is put on the long-term strategic perspective, the alignment with the specific investment needs and the minimization of unrewarded and concentrated risks. As a result, we combine our long-term market expectations (DWS Long View) and our proprietary optimization process - Group Risk in Portfolios (GRIP).


DWS Long View

The DWS Long View is our fundamental framework to calculate forward-looking long-term capital markets assumptions based on macro and empirical research in a data-driven multi-pillar approach for a wide range of asset classes, both liquid and illiquid as well as selected ESG strategies.

DWS Long View: A multi-pillar approach to model expected returns across asset classes

 

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For illustrative purposes only. Source: DWS Group GmbH & Co. KGaA


GRIP-Methodology

By using the expected long-term returns (DWS Long View) and risk parameters as inputs for the optimization process, we construct an optimized strategic asset allocation using our proprietary GRIP approach.
Our GRIP methodology is a robust, risk-based optimization approach designed to create allocations that are truly diversified, with less extreme asset and risk allocations, as well as a higher number of uncorrelated exposures.


GRIP-Methodology

Portfolio optimization based on fundamental assessments
Slide_3_1.pngNote: (e) = expected. For illustrative purposes only. Source: DWS Group GmbH & Co. KGaA


SAA Solutions

Using the SAA framework, we aim to design, build and analyze possible solutions that try to match client specific investment needs and the desired risk profile.

The integration of alternatives or the incorporation of an ESG perspective next to profound risk analytics are essential elements of our holistic SAA approach.

In order to reflect changes in our strategic market assessment, the strategic asset allocation (SAA) is regularly reviewed to harmonize the alignment with the long-term investment objectives.

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