C-QUADRAT Asset Management GmbH is a leading independent asset management company in the German speaking region, which is specialized in asset allocation, analysis and management of absolute return and sustainable investments.
The aim of all products is continuous capital growth but with a focus on security and risk minimisation. In rising markets the focus is on performance optimisation. In falling markets the focus is on active risk management in order to protect the consigned assets from heavy losses.
The business focus is on institutional clients and high net worth individuals. Our goal is to increase our customer base in close collaboration with banks, online businesses and distributors and to expand into new markets in the coming years.
Corporate Social Responsibilty to us implies the taking of responsibilty in our activities as an asset management company towards our clients, partners and colleagues.
Thanks to this, C-QUADRAT Asset Management GmbH former Absolute Portfolio Management GmbH is included in the leading top 50 impact investment fund managers by the American nonprofit financial services company ImpactAssets ( www.impactassets.org ) in 2011. ImpactAssets 50 is a global database which only selects the leading top 50 impact fund managers. The selection criteria were based not only on the financial return of the investment products but also on their social and environmental return. C-QUADRAT Asset Management convinced at portfolio level due to its social impact and at company level due to its Corporate Social Responsibility.
C-QUADRAT Asset Management is amongst the first signatories of the UN PRI in Austria. In 2006, the UN introduced six "Principles for Responsible Investment" (UN PRI). By signing these, investors and asset managers agree to commit themselves to environmental, social and governance issues in their investment activities.
The investment policy pursues the mission of contributing to the UN Sustainable Development Goals through an investment strategy in ESG screened assets, impact investments via microfinance and a responsible investment approach. Our investment objective is to generate social, environmental and financial return as a triple bottom line asset manager. Cooperations complement our investment processes and foster knowledge sharing on an international level.
To C-QUADRAT Asset Management it is of utmost concern to not only provide specialised absolute return products but also to develop financial products which offer selfsupporting economic solutions, particularly to the underpriviliged. Hence, in 2006, the year C-QUADRAT Asset Management was founded, the first microfinance fund, Vision Microfinance ( www.visionmicrofinance.com ), was launched. Vision Microfinance offers loans to microfinance institutions, which in return offer loans to micro entrepreneurs.
Meanwhile, for the past years, Vision Microfinance has offered people in developing countries an opportunity to escape poverty. Up to the present day, two microfinance funds have distributed 995 promissory notes worth over 1,36 billion USD to 279 different microfinance institutions in 63 countries. This meaningful and sustainable help for self-help permits families access to food, medical care and education for their children. Thanks to our investors, Vision Microfinance has offered one million people a future with perspective.
Left to right: Daniel Feix, Christian Jost, Günther Kastner
Günther Kastner is founder, managing partner and CIO of C-QUADRAT Asset Management GmbH. Before founding the company, which today belongs to the C-Quadrat Group, he was a member of the Management Board and Head of Portfolio Management (CIO) at Vienna Portfolio Management AG. He has over 20 years of experience in asset management.
Christian Jost is Managing Director of C-QUADRAT Asset Management GmbH and authorized signatory of CQUADRAT Investment AG. He began his professional career in 1996 as a portfolio manager within the C-Quadrat Group and has since played a key role in shaping its entrepreneurial development in all areas.
Daniel Feix is Managing Director and Head of Portfolio Management of C-QUADRAT Asset Management GmbH. He has been with the C-Quadrat Group since 2002 and began his career as a portfolio manager. He was involved in the development of the ACTIVE system, the company's proprietary asset allocation approach.
C-QUADRAT Asset Management (formerly APM) took over the fund management of the C-QUADRAT Group (Austria) in 2013, since then it has been part of the C-QUADRAT Group. Since 2015 former Absolute Portfolio Managment GmbH is officially named C-QUADRAT Asset Management GmbH.
The assets under management amounts to 2,80 Mrd. EUR at the end of 2019.
C-Quadrat Asset Management strengthens its position by acquiring the ESG High Yield Credit team of the investment boutique JAR Capital from London. The team is one of the pioneers in the industry for European high yield corporate bonds and sustainability. The C-QUADRAT JAR ESG HY Fund is acquired and complements the C-Quadrat ESG range.
The assets under management amounts to 2,30 Mrd. EUR at the end of 2018.
The C-QUADRAT GreenStars ESG receives top Morningstar ratings - five stars for performance and four globes for sustainability.
The C-QUADRAT Orient & Occident Fund expands the product portfolio. The aim of the C-QUADRAT Orient & Occident Fund is to benefit from the revival of the Silk Road.
The assets under management amounts to 2,40 billion EUR at the end of 2017.
The Dual Return Fund – Vision Microfiance increases in 2017 the AuM to 555 million EUR. Since inception of the fund approx. 1,2 billion USD were disbursed to microfinance institutions and accordingly more than 500.000 micro entrepreneurs were financed.
The LionGlobal C-QUADRAT Asian Bond Fund breaches the fund volume of 100 million USD and increases in value of +15,36% since inception.
The assets under management amounts to 1,68 billion EUR at the end of 2016.
The C-QUADRAT Gold & Resources Fund increases in value of 56% in 2016.
The Dual Return Fund – Vision Microfinance I EUR is awarded with the "Alternative Investment Awards" of wealth&finance for "Best Microfinance Fund (Since Inception)".
The Dual Return Fund – Vision Microfinance & Vision Microfinance Local Currency are registered for public sale in Germany.
C-QUADRAT Absolute Return ESG Fund is awarded with the Hedge Fund Award 2016 for "Best Absolute Return Fund – Austria".
The three C-QUADRAT sustainability funds (ESG) are awarded with the FNG quality seal.
The assets under management amounts to 1,44 billion EUR at the end of 2015.
Inception of the equity fund LionGlobal China A-Share Fund, managed by Lion Global Investors in Singapore, and agreement to a mandate in coorporation with Stuttgarter Versicherung, the C-QUADRAT Stuttgarter ETF STars aktiv.
C-QUADRAT intensifies the focus on sustainability by expanding the product range with three ESG compliant investment funds.
Change of APM’s company name to C-QUADRAT Asset Management GmbH in March 2015.
The assets under management amounts to 1,34 billion EUR at the end of 2014.
Extension of the sustainable product line with the C-QUADRAT Global Quality ESG Bond Fund and the C-QUADRAT Nachhaltigkeit Garant 80.
APM supports the principles of responsible investing and was admitted as a member in the Impact in Motion 15 of the DACH region (DE, AT, CH).
Relocation to the new office premises at Schottenfeldgasse 20, 1070 Vienna.
Vision Microfinance goes Social Media on the platforms Twitter and LinkedIn.
GELD-Magazine awarded the APM Gold & Resources awarded with the "Alternative Investment Award 2013".
C-QUADRAT APM Asian Quality Stocks AMI registered for public distribution in Austria.
The assets under management exceed the billion mark for the first time and amounts to 1,11 billion EUR at the end of 2013.
Inception of three funds in cooperation with Stuttgarter Versicherung: C-QUADRAT Stuttgarter BalanceStars aktiv, C-QUADRAT Stuttgarter AllStars aktiv und C-QUADRAT Stuttgarter GreenStars aktiv.
Two new equity funds issued: C-QUADRAT APM Asian Quality Stocks AMI (focus on high-quality Asian consumer brand stocks) and C-QUADRAT Global Quality Stocks Plus (focus on global quality stocks in established markets).
Dual Return Fund – Vision Microfinance reaches fund volume of EUR 100 million for the first time.
APM relocates to C-QUADRAT site at Stubenring 2, 1010 Vienna and takes over C-QUADRAT fund management.
Morningstar awarded the APM Gold & Resources Fund with 5 stars for a period of 5 years.
The two APM microfinance funds - Dual Return Fund Vision Microfinance and Dual Return Fund Vision Microfinance Local Currency - have once again been awarded with the LuxFLAG Microfinance Label.
C-QUADRAT Investment AG becomes the majority shareholder of Absolute Portfolio Management GmbH.
C-QUADRAT APM Absolute Return reaches a new all-time high of 11.68 Euro in mid-August.
The two APM bond funds, the APM Fixed Income Fund and the APM Asian Quality Bond Fund (today C-QUADRAT APM Asian Quality Bond Fund) switch to daily evaluation and trading.
Absolute Portfolio Management becomes a promoter of "Forum für nachhaltige Geldanlagen" and the microfinance web portal "Mikrofinanzwiki".
APM launches the APM Asian Quality Bond Fund, a bond fund of Asian issuers with top ratings, in cooperation with Lion Global Investors Ltd., one of the largest asset managers in Singapore. The fund is registered for public distribution in Austria and Germany.
C-QUADRAT is the new administrator of C-QUADRAT APM Absolute Return, formerly known as APM Global Balanced Fund, and is responsible for sales.
APM is a signatory of the "Principles for Responsible Investment" by the UN (UN PRI). In doing so, APM voluntarily agrees to commit itself to environmental, social and governance issues in its investment activities. Absolute Portfolio Management Ltd. is amongst the first signatories of the UN PRI in Austria.
APM is included in the leading top 50 impact investment fund managers by the nonprofit financial services company ImpactAssets.
Two UCITS compliant AIV Vision Microfinance Certificates, which are registered for public distribution in Germany and Austria, are launched in cooperation with issuer Oaklet. Sustainability funds and products in particular profit from the certificates as they allow straightforward investments in microfinance.
Vision Microfinance is awarded with the internationally recognised Luxflag label for the fourth time.
The APM Gold & Resources Fund is the winner in the category of commodities equity funds gold over three years at the "Geld" magazine`s Alternative Investment Award.
The Dual Return Fund – Vision Microfinance ist made available for public distribution in Austria, the first of its kind in this country.
The APM Global Balanced Fund is awarded the Austrian Fund Prize: Fund of funds, mixed, global, 3rd place, conservative, 5 years.
Launch of the Dual Return Fund – Vision Microfinance Local Currency, the first microfinance fund worldwide, which extends local currency loans to microfinance institutes in developing countries.
Launch of three new funds: a fixed income fund specialised in EUR bonds, APM Fixed Income and two fund of hedge funds, the APM Alternative I and the APM Managed Fuutres.
The APM Global Balanced Fund is awarded the Austrian Fund Prize: Fund of funds, mixed, global, 2nd place, conservative, 5 years
The APM Global Balanced Fund is awarded the Austrian Fund Prize: Category §14 fund of funds, 3rd place, over the 3 and 5 year time-span.
The Precious Metals Equities Fund APM Gold & Resources Fund is launched.
The Absolute Portfolio Management GmbH (today C-QUARAT Asset Management GmbH) is formed by spinning off the asset management business from the Vienna Portfolio Management AG in April 2006.
Günther Kastner, before Managing Director and Head of Portfolio Management (CIO) at Vienna Portfolio Management AG and a specialist in the field of Alternative Investments for morte than 20 years, assumes the shared management of the company with Mr. Ernst-Ludiwg Drayss, before the long standing Director and Head of Portfolio Management (CIO) at Deutsche Asset Management (institutional portfolio management of the Deutsche Bank Group).
The core businesses at this time are consulting mandates for institutional clients, as well as the management of specialized investment vehicles (Großanlegerfonds and Spezialfonds). The goal of the reorganization is the bundling of expertise in the management of Alternative Investment products, to launch a palette of open-end mutual funds in this area and to establish the brand APM for these products.
The management of the fund APM Global Balanced, founded in the year 2000, is assumed by APM and continues to be managed along Absolute Return principles.
The microfinance fund Dual Return Fund – Vision Microfinance is launched in April.
The APM Global Balanced Fund is awarded the Austrian Fund Prize: Category §14 fund of funds, 3rd place, 3 years.