10+year
Proven track record
Asset Management as a Service, offering customized solutions for our clients
An optimal balance between return, risk, and costs, fully tailored to our clients' needs.
€1.2+billion
assets under management (AUM)
since2O15
Operating independently
What We Do
ShelteR Investment Management is an independent asset manager and holds a full authorisation to offer collective portfolio management, MiFID services, and AIFM services.
- Collective Portfolio Management
- MiFID Services
- Alternative Investment Fund Management (AIFM)
Our Investment Approach
Our investment philosophy is based on three clear pillars. We strive to achieve a balanced relationship between return, risk, and costs, tailored to each client’s profile and objectives.
Strategic Vision as a Foundation
Based on a consistent macroeconomic outlook, we determine the strategic asset allocation across asset classes. This allocation is tailored to the client’s risk profile and preferences, with risk management serving as a solid foundation.
From Open Architecture to Implementation
Implementation is generally carried out through carefully selected external managers and funds. Thanks to an open-architecture approach for each region and asset class, we maintain maximum flexibility and objectivity.
Core-Satellite Approach
We favor portfolios built around a stable, cost-efficient core, complemented by thematic satellites for tactical creation, opportunities, and active contribution.
Shelter views asset management as a modular service tailored to the client’s needs. We believe in strategic asset allocation and implementation through the selection of the best managers, whether passive or active.
About ShelteR Investment Management
ShelteR Investment Management is an independent asset manager based in Luxembourg and in operation since 2015. We are regulated by the CSSF and hold a full authorisation to offer collective portfolio management, MiFID services, and AIFM services.
10+
Years of experience
15+
Experienced professionals
€1.2 billion
assets under management (AUM)
100%
Independent
Our Perspective on Macroeconomics and Markets
Our monthly newsletter featuring insights into macroeconomic trends and the financial markets.
Newsletter
Macroeconomic Outlook, September 2026
De markten worden steeds sterker bepaald door één dominant thema: artificiële intelligentie. Dat …
Newsletter
Macroeconomic Outlook, July 2026
De marktomgeving oogt opmerkelijk constructief. De geopolitieke druk neemt af, het fiscale beleid …
Newsletter