English /

Investment strategy

Investment strategy

The objective of Realdania’s investment Strategy is

to maximize the capacity for philanthropic activities, which emphasizes the link between Realdania's philanthropic activities and investment activities
to ensure a long lifespan of 25 years or more
to accommodate the risk of under-performing in the long run
to balance returns and risk in the short and medium run.

In addition to the objective of ensuring a long lifespan of 25 years or more, the following principles also apply:

Strategic asset allocation is the main source of returns
Selecting and diversifying across different classes of assets, rather than selecting individual securities, is crucial for the result of our investment activities
Active portfolio management is expected to provide a higher return than passive management
Realdania expects the investment-related objective to coincide with the requirement for making ethical and environmentally appropriate investments.

Realdania's investment assets at the end of 2011 amounted to EUR 2,6 billion.

Our investment universe includes all investable assets. Realdania’s commercial investment assets are broken down into four classes of main assets: Interest-based products, Real Estate, equity products and alternative products. At the end of 2011, in-vestment assets were placed in 56 portfolios.