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Siemens Fonds Invest GmbH

The partner for institutional investors

Tailor-made solutions for institutional investors: Trust Siemens Fonds Invest for sustainable and innovative investment strategies.

Tailor-made special funds for institutional investors

Powerful, experienced and transparent.

As a long-standing asset manager of Siemens AG, we are familiar with the world's financial markets. In addition to Siemens AG and affiliated companies, our clients include well-known corporations, insurance companies, banks, foundations and private investors. Individual solutions for individual needs. In our tailor-made special funds for institutional investors, we rely predominantly on quantitative management. Our solutions are as individual as your needs. We would be happy to create your individual concept.

Siemens Fonds Invest GmbH

At a glance

Investment philosophy

All investment decisions are made in accordance with our investment philosophy.

This essentially consists of 3 principles:

Active management: In our opinion, markets are never efficient at all times. We systematically use these market inefficiencies to our advantage.

Quantitative processes: The entire investment process of Siemens Fonds Invest is defined by quantitative processes. This means that all investment decisions are made in a structured, disciplined and systematic manner at all times.

Integrated risk management: In addition to income forecasts, individual risk parameters also determine the portfolio construction at all times.

Core competencies

Our core competence is portfolio management. We attach great importance to close cooperation with our clients. This is the only way we can properly understand their needs and develop suitable investment solutions together.

As a full-service investment company, we offer institutional clients additional services.

Design and implementation of investment, hedging and LDI strategies
Fund accounting and fund management
Performance measurement
Risk management
Investor Reporting

We make our expertise available via special fund mandates (AIFs) for corporate clients, banks, insurance companies and foundations as well as via retail funds (UCITS).

As a long-standing in-house asset manager of the Siemens Group, we have an in-depth understanding of the requirements and needs of institutional investors. Together with you, we develop investment solutions that really suit you.

Erik Macharzina , CEO, Siemens Fonds Invest GmbH

History

More than 30 years since its foundation

In the 1980s, Siemens began in-house asset management, in particular the management of fixed-income securities
In 1992, Siemens Kapitalanlagegesellschaft mbH (SKAG) was founded as a company independent of banks and insurance companies; start of equity management in the Siemens Group
In 1997, SKAG is integrated into Siemens Financial Services GmbH
The first retail fund is launched in 1999
In 2013, SKAG is renamed Siemens Fonds Invest GmbH (SFI)

Facts & figures

23 Billion Assets under Management (AuM) (As of: 31/12/2025)
20 portfolio managers with more than 222 years of combined experience in asset management

MiFID 2

Information on the five most important trading venues and the execution quality achieved.

In addition to collective asset management, Siemens Fonds Invest GmbH also provides portfolio management services for third-party investment funds (financial portfolio management) to a limited extent. In accordance with Article 3 (1) of EU Delegated Regulation No. 2017/576, it publishes information annually - as part of the financial portfolio management - on the 5 trading partners (brokers) that were most important for the settlement of trading transactions for non-group institutional clients based on trading volume, as well as an annual report on the evaluation of execution quality in accordance with Article 3 (3) of EU Delegated Regulation No. 2017/576.

Available only in German

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