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The funds shown on the website "institutional Investors" of KGAL GmbH & Co. KG are exclusively for professional and semi-professional investors and not qualified for private investors.

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Are you a Qualified Purchaser under the Investment Company Act of 1940?

You are a Qualified Purchaser if you qualify as one of the following:

You are a partnership, a corporation, a limited liability company or another entity (other than trusts) and

  1. this partnership, corporation, limited liability company or other entity owns at least $5 million in Investments and is owned directly or indirectly by two or more natural persons who are related as siblings or spouses (including former spouses), or direct descendants by birth or adoption, spouses of such persons, the estates of such persons, or foundations, charitable organizations, or trusts established by or for the benefit of such persons; or
  2. you acting for your own account or the accounts of other “qualified purchasers” and own and invest in the aggregate at least $25 million in Investments; or
  3. your beneficial owners are “Qualified Purchasers”; or
  4. you are a qualified institutional buyer, meeting the requirements of Rule 2a51-1(g) promulgated under the Investment Company Act of 1940, who has at least $25 million in discretionary Investments

You are a trust and

  1. the trust owns at least $5 million in Investments and the trust is owned directly or indirectly by two or more natural persons who are related as siblings or spouses (including former spouses), or direct descendants by birth or adoption, spouses of such persons, the estates of such persons, or foundations, charitable organizations, or trusts established by or for the benefit of such persons; or
  2. trust was not formed for the purpose of acquiring the limited partnership interests of any fund mentioned on this website and the trustee or other person authorized to make decisions with respect to the trust, and each settlor or other person who has contributed assets to the trust, is a person described in a. or b. (i) above or in b. (iii) or c. below; or
  3. you are acting for your own account or the accounts of other “Qualified Purchasers” and own and invest in the aggregate at least $25 million in Investments.

You are a natural person and

  1. you act for your own account and own at least $5 million in Investments (including joint Investments with your spouse) or
  2. you act for your own account or for the accounts of other “Qualified Purchasers” and own and invest in the aggregate at least $25 million in Investments.

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All risks under control. All opportunities within our reach.

Fund management: all-encompassing. Risk management: state-of-the-art.

The quality of our funds is built on our many years of experience and the depth of asset expertise that our specialists possess. As well as assessing potential value enhancement, our in-house professionals also actively manage assets on a continuous basis, for the full duration of the funds. Our wide-ranging expertise spans from purchasing, to marketing and proximity to assets, helping to anticipate risks early and to successfully modify investment structures.

Risks are one thing you can rely on, but our risk management is another.

Risk Management at KGAL Investment Management GmbH & Co. KG has set up a specific  risk management system designed to identify, measure and manage the relevant risks. Our risk management system supports all three management divisions through regular monitoring of key parameters at market, fund and investment level, and using the data to make specific recommendations. By discussing the topics face-to-face with transaction, asset and portfolio managers, we continue to minimise risk at all levels.

Our risk management supports all divisions.

Transaction Management is responsible for the acquisition and disposition of the funds’ investment targets. Each transaction manager ensures access to the relevant markets and concludes individual transactions. They work in close collaboration with Risk Management teams, which allows them to make risk-optimised decisions.

KGAL Investment Management GmbH & Co. KG Portfolio Management defines clear strategic requirements for our funds. This function continuously monitors whether the requirements are being met in order to react to changes in the market and to actively structure the portfolio. In addition, the Portfolio Manager is the main contact person for any queries the Risk Manager may have relating to the fund:

  • Implementing a risk inventory in the form of comprehensive risk due diligence and monitoring the fund’s risk profile
  • Monitoring compliance with the investment strategy and the limits set by the Risk Manager at fund level
  • Notifying the Risk Manager immediately in the event of risk-relevant ad hoc events
  • Providing technical support for the Risk Manager in carrying out stress tests
  • Supplying data to investors for risk reporting

Asset Management takes on responsibility for the professional management of real estate, aviation and energy plant operating assets, as well as their performance. The team works closely with Risk Management and individual fund portfolio management teams, supporting them in their decision-making processes. Asset Management focuses primarily on the

  • Answering detailed asset-specific queries from the Risk Manager
  • Notifying the Risk Manager of risk-relevant ad hoc events
  • Implementing risk-minimising measures at asset level
  • Performing simulation calculations at asset level during stress tests
  • Monitoring of limits set by the Risk Manager at asset level

A secure foundation for real assets.

Failure to take high-risk trends into consideration can lead to losses, or even pose an existential threat to KGAL Investment Management GmbH & Co. KG or our fund products. As such, KGAL Investment Management GmbH & Co KG has integrated a two-dimensional, sustainability-oriented risk management system that into the existing management system, which encompasses the company as well as the fund level.

The objectives of risk management at company level include ongoing monitoring of the company’s risk-bearing ability, the limitation and avoidance of risks on the part of KGAL Investment Management GmbH & Co. KG, and the initiation of countermeasures should risk events arise.

The effects of potential risks on the company are monitored through a range of measures, including ongoing liquidity and earnings stress tests.

Regular risk reporting for management, shareholders, and auditors ensures appropriate risk transparency for the company’s executive and supervisory bodies.

When it comes to risk management at fund level, KGAL Investment Management GmbH & Co. KG focuses mainly on transparency with respect to risks that put yield and capital at risk. This is implemented at fund level using the following instruments:

  • Implementing a risk inventory (risk due diligence) in the form of a risk profile
  • Conducting stress tests
  • Defining and monitoring limits
  • Reporting of risks to KGAL investors and management

Our Risk Management at a Glance.

Your Point of Contact.

Dr.
Jochen
Körber
 jochen.koerber(at)kgal.de

Head of Risk Management
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