Asset Management

Minimising Risk

Opportunities with derivative securities for optimum control of an investment decision and minimisation of risk.

The market for derivative securities in Germany is becoming increasingly popular. Investors have realised that investment certificates and leverage products can be ideal portfolio additions. With the right product, investors can even achieve attractive yields in stagnating or even falling markets. In periods of uncertainty, derivative products offer complete or partial protection from unpleasant surprises.

In derivative securities, Sal. Oppenheim is one of the leading issuers in Europe. This is also reflected in the numerous product innovations that we have successfully placed on the market. Sal. Oppenheim issued the first PROTECT-Bonus certificate in 2003 and the first TWIN-WIN certificate in 2005. Both product groups have become established on the market within a very short amount of time and have received awards for their great innovative strength. PROTECT-Bonus certificates and their variations are among investors’ preferred product categories. They have already been copied by numerous issuers. Our customers can be confident that we develop investment strategies completely geared to their personal risk profile. We have a great deal of expertise and many years’ experience, particularly in the area of derivative securities; we now offer a broad and innovative product range of approximately 20,000 different products.

This, in principle, is how bonus certificates work:

From a legal point of view, certificates mean bonds with specific terms determined by the issuer. This enables investors to take advantage of an underlying in which participation would otherwise be too costly. The important factors when selecting a certificate are the underlying, the subscription quantity and the maturity, which can be limited or unlimited. As the price of the certificate is closely linked to the price of the underlying, the current value can be determined at any time. Certificates enable speculation in a variety of scenarios. So they offer suitable opportunities to make profitable investments for both speculative risk-takers wanting short-term maturities as well as for long-term investors with a greater need for security.

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