Cookie notice
We use (analytical) cookies. These are only placed when you click "Accept." Read our Cookie Policy
What We Do
ShelteR Investment Management is an independent asset manager and is fully authorised to provide collective portfolio management, MiFID and AIFM services
Management of Alternative Funds
- Structuring and management of various types of alternative funds and structures.
- Access to our existing PRICAF/PRIVAK structure or customized fund structures in Luxembourg and Belgium.
Investment and Risk Management
- Selection of private assets: private equity, private debt, infrastructure, and hedge funds.
- Financial partner for the development of real estate projects and the leasing of existing real estate.
- Full cycle of operational, investment, and risk management handled in-house.
- Sustainable investment options available.
Distribution and Marketing
- In-house distribution and oversight of delegated distribution.
- Handling subscriptions, client administration, AML and KYC compliance, and the organization of capital calls and distributions.
Administration and Reporting
- Customized reporting for AIF investors.
- Valuation framework, implementation, and oversight of valuations.
- Legal and administrative entity management.
- Conflict-of-interest controls.
Discretionary Portfolio Management
- Direct management or through an insurance mandate.
- Asset allocation in open architecture, through external funds (liquid, semi-liquid and illiquid) or through direct investments in stocks and bonds.
- Collaboration with advisors, including the option to participate in investment committees.
- Guaranteed best execution and high-quality, customized reporting.
Ad Hoc Investment Advice
- Available through regulated intermediaries and directly to end investors.
- Advice based on existing model portfolios or a new approach developed by us or in collaboration with an advisor.
- Advice on specific AIF products or specific UCITS funds.
RTO Services (reception and transmission of orders)
- Receiving and routing transactions through an intermediary or directly on behalf of end investors.
- Collaboration with various brokers in an open architecture for execution.
- Guaranteed best execution and monitoring of compliance with market abuse rules (MAR).
Management of Mutual Funds
- We offer management services through various types of UCIs.
- We strongly believe in the operational and cost efficiency of UCIs.
- Clients gain access to our existing ShelteR UCITS umbrella fund platform or can work with us to set up a customized fund structure in Luxembourg or Belgium.
Investment and Risk Management
- Development of a macroeconomic outlook and its translation into strategic asset allocation.
- Selection of external funds for investments in stocks and bonds.
- Full cycle of operational, investment, and risk management handled in-house.
- Integration of sustainable investment strategies.
Distribution and Marketing
- Partnerships with banking and investment services brokers or insurance brokers.
- Our own agent network.
- Podcasts, online marketing, newsletters, press communications, speaking at events, etc.
Administration and Reporting
- Customized reporting for investors.
- Fund administration and oversight of administrative processes.
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.
Our Partners
ShelteR IM collaborates with a broad network of partners. We operate completely independently and according to an open-architecture model.
