Fonds Update - Productivity Leaders Europe (German Language)

Speakers

• Prof. Leo Brecht – Moderator and opening remarks: Why productivity is becoming increasingly important in the current environment and how this approach complements existing products and established factor models
• Dr. Djordje Zivkovic – Fund performance: Key metrics as of the defined data cut-off date, benchmark comparison, drivers and headwinds, as well as top and bottom performers for the period
• Pascal Tschütscher (Factum) – Product roadmap: planned share classes, access channels, and reporting (approximately 6 minutes, confirmation pending)

Contents

• Why productivity now: Relevance in the current environment and its role as a complement to existing products and established factor models such as Quality, Growth, and Value
• Fund performance over the defined period, including the benchmark, data cut-off date, and cost basis
• Drivers and headwinds for the period, as well as top and bottom performers and their contribution to performance
• Product Roadmap: Planned share classes, access channels, and reporting
• Investment universe and the four productivity factors: asset, process, resource, and resilience productivity—covered concisely, as the target audience is familiar with the approach

‍