On December 17, 1985, with the launch of the first fund, the bond fund Raiffeisen-EuroPlus-Rent (now Raiffeisen-Nachhaltigkeit-Rent), the foundation was laid for the diverse product portfolio of Raiffeisen KAG. Just two years later, the portfolio included eight investment funds, including the first large investor fund. Despite the economic upheavals of the 1980s, Raiffeisen KAG succeeded in building trust and continuously expanding its offerings. In 1987, Raiffeisen Vermögensverwaltung GmbH was founded, which has since specialized in serving wealthy private clients.
The turn of the millennium brought new challenges. The dotcom bubble and the subsequent recession presented the global economy - and in its wake the capital markets - with major challenges. However, this period also saw the emergence and growth phase of the listed Austrian property sector.
The financial crisis of 2008 had significant impacts on the fund industry. In addition to the sharp decline in assets under management, there was also a massive loss of trust from investors. Due to its excellent customer relationships, Raiffeisen KAG was able to quickly regain the trust of investors, as evidenced by the increasing assets under management. However, the crisis also led to increased regulation and higher transparency requirements.
Over the last ten years, digitalisation has become even more important and is now a strategic priority. Raiffeisen KAG has actively driven forward corresponding developments and brought its processes up to the latest state of the art. Customers are provided with efficient and comprehensive digital services. The use of artificial intelligence and other digital technologies has further improved the effectiveness of processes and the range of services.
Speaking of digitalisation, it now also plays a major role at Raiffeisen Wealth Management, which continues to offer its own product solutions for wealthy private clients and manages portfolios for them. Even – or especially – in this high-end area, investors expect service at the highest level.
In January 2025, Raiffeisen KAG acquired the digital wealth management company Savity GmbH (Savity for short). This acquisition enables us to meet the increased demands of our private customers with customised, state-of-the-art digital solutions. Not only that, but our sales partners will also be able to work with Savity's technical platform in future, enabling them to offer improved and more customised solutions in the area of wealth management.
Raiffeisen KAG remains true to its values of professionalism, customer focus and foresight.
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- ESG stands for environment (E), social (S) and good governance (G).
- Assets under management refers to the total sum of client assets managed by the investment management company.
- Private Markets is understood as an asset class that is not listed on the stock exchange. Therefore, the assets are more illiquid, and no ongoing prices are formed. In return, Private Markets allow investments in assets that are not accessible through stock market trading.
- Advisory Mandates differ from management mandates in that the investment management company does not make the investment decisions itself but only implements those of the fund; the title decisions are made by the client.
- A master fund to consolidate or establish smaller funds (feeder funds) with the same investment structure.effectively and cost-effectively than many small (feeder) funds.
The investment strategy permits the fund Raiffeisen-Nachhaltigkeit-Rent to predominantly (relative to the associated risk) invest in derivatives.
The Fund Regulations of the fund Raiffeisen-Nachhaltigkeit-Rent have been approved by the FMA. The fund may invest more than 35 % of the fund's volume in securities/money market instruments of the following issuers: France, Netherlands, Austria, Italy, United Kingdom, Sweden, Switzerland, Spain, Belgium, United States, Canada, Japan, Australia, Finland, Germany. According to its investment strategy, the fund Index-Selection-Equity mainly invests in other investment funds. The funds Index-Selection-Equity, R-Ratio-EuropaAktien, R-Ratio-GlobalAktien, R-Ratio-PazifikAktien, and R-Ratio-USAktien exhibit elevated volatility, meaning that unit prices can move significantly higher or lower in short periods of time, and it is not possible to rule out loss of capital.