Die Société Générale Securities Services gewinnt Master-KVG Mandat von Baloise Asset Management

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Die Société Générale Securities Services GmbH (SGSS) hat die Master-KVG Funktion* für die Pensionsfonds der Basler Lebensversicherungs-AG, Hamburg und Basler Sachversicherungs-AG, Bad Homburg - zwei Hauptfonds mit 11 Subfonds und einem Volumen von rund 2,58 Mrd. EUR - übernommen. Die Ausschreibung sowie die Projektphase inklusive Migration wurde von der Baloise Asset Management initiiert und geleitet.

Die angebotene Master KVG Dienstleistung umfasst neben den Basisleistungen zur Abdeckung der gesetzlichen Anforderungen im Bereich der Fondsadministration weitere, von der Basler Lebensversicherung und Basler Sachversicherung benötigte Zusatzleistungen. So bietet die SGSS den Anlegern ein erweitertes Reporting, insbesondere Performance-Messung, Performance-Attribution und Risikoanalyse an. Im Rahmen von umfangreichen Produkt- und Serviceerweiterungen wurde im letzten Jahr ein weiterer Ausbau des webbasierten Master-KVG Reportings, das die SGSS in Deutschland in enger Abstimmung mit Ihren Kunden entwickelt hat, vorgenommen, welches dieses Jahr mit weiteren Funktionalitäten angereichert wird.

So profitiert die Baloise Asset Management nicht nur von der über 50-jährigen Expertise der SGSS (über ihre Vorgängergesellschaften) in der Verwaltung von Spezialfonds, sondern über das hohe Potential an Innovation und maßgeschneiderten Lösungen, um den steigenden Anforderungen nach Individualisierung gerecht zu werden.

Die Neuvergabe des Mandats war im Rahmen einer Ausschreibung der Baloise Asset Management unter der Leitung von Marina Kuhn, Mitglied der Geschäftsleitung und Leiterin Finance, Controlling & Compliance sowie Fabian Kaderli, Mitglied der Direktion und Leiter Asset Services, an die SGSS gegangen, die in Rekordzeit die Migration der Fonds durchführen konnte. „Wir freuen uns auf eine langfristige Partnerschaft“, so Fabian Kaderli, „und eine für uns erhöhte Flexibilität und Effizienz im Tagesgeschäft mit der Übernahme der Administration durch die SGSS“.

Christian Wutz, Geschäftsführer Business Development bei der Société Générale Securities Services GmbH, ergänzt: „Dieses Mandat unterstreicht unsere Leistungsfähigkeit in unserem Kernsegment der institutionellen Investoren, als Full-Service-Anbieter für, unter anderem, Versicherungen und Pensionskassen, und dem richtigen Investitionsansatz mit dem Ziel, Relationship Bank Nr. 1 zu werden“.

Die Baloise Asset Management ist Teil der Baloise Group mit Sitz in Basel, Schweiz. Die Baloise Group ist ein europäischer Anbieter von Versicherungs- und Vorsorgelösungen. Sie positioniert sich als Versicherer mit intelligenter Prävention, der "Sicherheitswelt". In der Schweiz agiert sie als fokussierter Finanzdienstleister - eine Kombination von Versicherung und Bank - und ist neben Deutschland auch in Belgien und Luxemburg vertreten.


*Zusammenführung der Sondervermögen eines Institutionellen Anlegers in einem Spezialfonds verwaltet von einer deutschen Kapitalverwaltungsgesellschaft (KVG) mit dem Auftrag, Buchhaltung, Reporting und Risk Management zu zentralisieren und zu vereinfachen.

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