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Vaduz
T +423 235 07 90
info(at)lmm-ic.com
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T +41 43 222 40 06
schweiz(at)lmm-ic.com
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T +49 692 573 751 23
frankfurt(at)lmm-ic.com
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T +43 1 512 26 47
wien(at)lmm-ic.com

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With our newsletter we provide information about the current situation on the financial markets, current investment topics and LMM.

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LMM Inside | 29. January 2021

ANNUAL SURVEY “Stiftungsmonitor 2020”

In December 2020, we supported the foundation platform stiftung-nextgen (www.stiftung-nextgen.at) with our know-how in the conception and implementation of the annual survey “Stiftungsmonitor 2020”.
The results in the area of investment organisation and investment results were not only of interest for the 100+ participants in the Austrian foundation sector.
Please find some individual results:
• 77 % of the portfolios are invested conservatively or moderately.
• Only about half of the participants stated that they carry out regular cost controls
• The controls are mainly carried out by the board of directors (67 %)
• 81 % of the portfolios are underperforming the benchmark in the current year (time of survey)

The reasons for the underperformance can be manifold, ranging from different guidelines to high costs or disadvantageous decisions by the asset manager. The results show the need for an objective performance assessment.

You can access further results of the survey at: Link

LMM COMPASS

With our newsletter we provide information about the current situation on the financial markets, current investment topics and LMM.

Vaduz
LMM Investment Controlling Ltd.
Zollstrasse 32
9490 Vaduz
Liechtenstein
T +423 235 07 90
info(at)lmm-ic.com
Switzerland
LMM (Schweiz) AG
Schochenmühlestrasse 6
CH-6340 Baar
Switzerland
T +41 43 222 40 06
schweiz(at)lmm-ic.com
Germany
LMM Investment Controlling GmbH
Nextower 29. Stock
Thurn-und-Taxis-Platz 6
D-60313 Frankfurt am Main
Germany
T +49 692 573 751 23
frankfurt(at)lmm-ic.com
Austria
LMM Investment Controlling Ltd.
Vienna Branch
Tuchlauben 3
1010 Vienna
Austria
T +43 1 512 26 47
wien(at)lmm-ic.com
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