The well-known financial market mathematician Dr. With the Xtrackers Portfolio ETF, Andreas Beck has created an instrument that enables private investors to invest professionally and cost-effectively in several asset classes at the same time. He will explain what these can look like in the expert discussion this evening from 6 p.m. and also answer your questions!
15 years ago, in an environment characterized by global financial crises, Xtrackers by DWS and Dr. Andreas Beck, to present a new type of financial product for private investors. It was a multi-asset solution that combines the best of both worlds, stocks and bonds, in one product. Their goal was to provide retail investors with a product that could capitalize on opportunities in numerous stock and bond markets worldwide to enable long-term wealth growth while managing risk. You can find out more about the structure of this exciting multi-asset ETF in Online seminar this evening from 6 p.m. In keeping with its 15th anniversary, the ETF was recognized as the best “ETF investment solution” in 2023 at the ETP Awards*.
» Register here and learn more about multi-asset ETFs tonight!
Dr. Andreas Beck understood that the dynamic Financial markets require constant adjustments. Therefore, under his leadership, a strategy committee meets at least four times a year to review the composition of the ETF in detail and make changes if necessary. A key feature of this ETF is balance: It typically invests equally in stocks and bonds, with the allocation varying between 30 and 70 percent depending on market conditions. He will tell you what criteria he uses to make these allocations exclusively in conversation with Johanna Göckel.
The portfolio ETF concept also includes innovative strategies, such as incorporating indices that focus on smaller listed companies (small caps) to generate additional returns. In addition, there is solid crisis management through broad diversification, which reduces the risks for investors.
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Your experts in the online seminar
Dr. Andreas Beck is founder and CEO of Index Capital GmbH. Born in 1965, after training as a locksmith, he studied mathematics and philosophy at the University of Munich and then received his doctorate in logic at the University of Bremen. As an expert in model risks and portfolio analysis, he has advised numerous banks and asset managers on all questions relating to asset management and capital market risks over the past 20 years. Together with Deutsche Bank, he developed the world’s first portfolio index, in which you can still invest today via a portfolio ETF (WKN: DBX0BT). The media coverage of his work is correspondingly positive and frequent. As an example, the Frankfurter Allgemeine Sonntagszeitung (2013) describes him as a “creative lateral thinker with mathematical expertise … whose risk assessments have proven to be solid in the financial crisis.”
Johanna Göckel is the contact person for DWS Xtrackers ETFs with a focus on digital customer groups such as direct banks, neo-brokers and robo-advisors. Before joining the ETF team, Johanna completed the DWS Graduate Trainee Program. She holds a Master of Science in Business Administration with a focus on Finance from the Goethe University Frankfurt and is a Certified ESG Analyst (CESGA®).
This is what the * means: The ETP Awards are the most important award for the ETF industry in Germany. A 30-member expert jury and participants in an online survey decide who will ultimately receive the coveted awards. www.etp-award.de
Fund-specific risks: The fund is not capital protected. The value of your investment can go down as well as up. Past performance is not a reliable indicator of future performance. The value of a stock investment depends on a number of factors, including, but not limited to, market conditions, current economic conditions, industry, geographic region and political events. Bonds are subject to credit and interest rate risk. There is a risk that the bond issuer may be unable to make interest payments or repay the bond principal, resulting in a loss on your investment. A rise in interest rates usually causes the bond to fall in value, which can also affect the value of your investment.
Important instructions : This document is an advertising communication. Please read the prospectus and the BIB before making a final investment decision.
DWS is the brand name under which DWS Group GmbH & Co. KGaA and its subsidiaries conduct their business. The responsible legal entities that offer DWS products or services are identified in the relevant documents. The information contained in this document does not constitute investment advice. Complete information about the fund, including all risks and costs, can be found in the relevant sales prospectus in the current version. This and the “Basic Information Sheet (BIB)” represent the only binding sales documents for the fund. Investors can obtain these documents, including the regulatory information and the current founding documents for the fund in German, from DWS Investment GmbH, Mainzer Landstraße 11-17, 60329 Frankfurt am Main and, if it concerns Luxembourg funds, from DWS Investment SA, 2, Boulevard Konrad Adenauer, L-1115 Luxembourg, free of charge in writing or electronically in the appropriate languages at: www.etf.dws.com. A summary of investor rights for investors is available in German at https://www.dws.de/footer/rechts-merke/verfügig. The management company may decide to revoke distribution at any time. Forecasts are not a reliable indicator of future performance. Forecasts are based on assumptions, estimates, beliefs and hypothetical models or analyzes that may prove to be inaccurate or incorrect. past performance, [simuliert oder tatsächlich realisiert], are not a reliable indicator of future performance. The calculation of the performance is carried out according to the BVI (Federal Association for Investment and Asset Management) method, ie without taking any issue premium into account. The sales prospectus contains further tax information. All opinions expressed reflect the current assessment of DWS International GmbH, which may change without prior notice. This document is a promotional release and not a financial analysis. Consequently, the information contained in this document does not meet all legal requirements to ensure the impartiality of investment recommendations and investment strategy recommendations and is not subject to any prohibition on dealing before the publication of such recommendations. As explained in the relevant prospectus, the distribution of the above-mentioned fund is subject to restrictions in certain jurisdictions. This document and the information contained in it may only be distributed or published in those countries where this is permitted by the applicable legal regulations. This document may not be distributed directly or indirectly within the USA, nor to or for the benefit of US persons or US residents.Xtrackers® is a registered trademark of DWS Group. The registered office of Xtrackers (RCS No.: B-119.899), a company registered in Luxembourg, is at 49, Avenue JF Kennedy, L-1855 Luxembourg, Luxembourg.DWS International GmbH October 25, 2023, CRS 098313.