Cross-asset private markets

Private markets offer a diverse range of opportunities to investors, combining asset classes with different return and diversification potentials, allowing investors to potentially improve their portfolio efficiency. At Allianz Global Investors, we have recognised this potential and have built with Allianz a large private markets platform over the last 20 years. This results in a highly diversified private markets portfolio for policyholders of Lebensversicherungs-AG (Allianz Leben) with more than EUR 90bn1, including infrastructure equity and debt as well as corporate private debt and private equity.

Investments in the infrastructure equity and debt asset classes focusing especially energy, communication, transport, environmental and social.

Investments in the private equity include non-listed companies made by professional investment companies, particularly private equity funds.

Investments in the corporate private debt include loans, bonds and similar debt instruments, originating primarily from institutional investors such as funds and insurance companies.

Our investment strategy

Creating a diversified portfolio of different asset classes can be challenging due to specific characteristics of private markets investments, such as capital requirements, illiquidity or experience. By providing access to the Allianz Leben portfolio via an efficient derivative structure, we offer a unique way of investing with Allianz in private markets, allowing investors to benefit from the following attractive features: 

Investors benefit from a broad diversification along multiple dimensions and a systematic approach to harvest the private markets premia.

By providing access to Allianz Leben's mature evergreen private markets portfolio via a total return swap, the strategy allows exposure from day one without J-curve effect.

The strategy offers quarterly liquidity, subject to notice periods and gating rules.

The strategy pursues private markets investments globally in partnership with Allianz, thereby getting access to experienced fund managers, while benefitting from scale, market access and aligned interests with Allianz.

Leveraging a diversified set of investment capabilities

Our cross-asset private markets strategy benefits from the entire private markets know-how of AllianzGI and its partners, creating a broad pool of knowledge, experience and expertise.

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1 Source: AllianzGI, as at 30 September 2023
2 risklab is the advisory and solution competence center of AllianzGI. “risklab” and “Logo Risklab” are trademarks which are registered in the United States of America (USA), the European Union (EU), Hong Kong and various other jurisdictions. Legal owner of the aforementioned trademarks is Allianz Global Investors GmbH, a German capital management company (Kapitalverwaltungsgesellschaft) registered with Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) under the German Capital Management Act (KAGB) which is also licensed as a provider of financial services in Germany. Registration of this trademark shall give no right to the exclusive use of the word RISK, or of the word LAB, each separately and apart from the mark.

Private markets investments are highly illiquid and designed for professional investors pursuing a long-term investment strategy only.

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. Liquidity risk may possibly delay or prevent account withdrawals or redemptions. Past performance does not predict future returns. If the currency in which the past performance is displayed differs from the currency of the country in which the investor resides, then the investor should be aware that due to the exchange rate fluctuations the performance shown may be higher or lower if converted into the investor’s local currency. The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. The conditions of any underlying offer or contract that may have been, or will be, made or concluded, shall prevail. The duplication, publication, or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors UK Limited.

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