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加入協会 一般社団法人日本投資顧問業協会
エイゴン アセットマネジメント パンヨーロップ ビーブイ (日本支店)
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The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
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Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
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Focused yield-oriented solutions spanning the risk/return spectrum
Research-intensive process
Experienced, multi-disciplined and integrated team
as of September 30, 2020
Assets under management/advisement5
Investment professionals in the US & Europe
Years of experience
5Aegon Real Assets US has regulatory assets under management with respect to its advisory (i.e., securities-related) business. Additionally, Aegon Real Assets US has non-advisory, non-regulatory (i.e. non-securities related) assets under advisement. For the full Aegon Real Assets US Form ADV, see https://www.adviserinfo.sec.gov/ 6Based on market value. Numbers may not add due to rounding. 7Includes $1.0 billion managed within the Multi-Asset & Solutions platform. 8CMLs include commercial mortgages, reverse mortgages, credit tenant mortgage loans, and residential mortgage loans. 9Loan market value calculation methodology varies based upon client specific direction. 10Includes market value plus future capital contributions.
Over 30 years of experience structuring real assets strategies tailored to client preferences.
The real assets business is built on a cycle-tested vertically integrated platform, deep and broad market access and long-term relationships
Strategies seek to deliver strong relative value and returns through thoughtful top-down research and deployed with intelligent bottom-up analysis
Each capability and solution is supported by dedicated applied research, engineering & environmental, valuation, accounting, client service, legal and risk management and compliance teams
Why ... | ... Because |
Diversification offers potential risk reduction |
Real asset investments often react differently to changes in market conditions compared to traditional asset classes. Their unique attributes can be used to reduce portfolio risk and volatility through diversification. |
Broad investment universe with deep pool of assets and investment structures |
This broad opportunity set allows for highly customized solutions relating to risk, return, income, liquidity, sustainability, social responsibility, and more. |
Attractive investment yields compared to traditional asset classes |
Real asset strategies can provide attractive risk-adjusted investment yields compared to more traditional asset classes such as stocks and bonds. |
Aegon Real Assets originates and manages high-quality Commercial Mortgage Loans (CMLs). Using a disciplined, repeatable, and transparent investment process, the team strives to deliver relative value to investors through disciplined underwriting and pricing of loans tailored to each client's objective and risk profile.
Investment activities are supported by highly experienced in-house underwriting, legal, research, reporting, servicing and special servicing teams and a risk management framework and technology infrastructure.
The CML team offers deep market access to opportunities across the US, combined with in-depth local market expertise via a variety of strategies.
CML geographic diversification11
11Figures are based on the total of all loans under management. Individual client portfolio statistics will vary.
Aegon Real Assets sources, underwrites and manages agricultural and agribusiness loans for institutional lenders. The management team, consisting of professionals with extensive industry experience located throughout major US agricultural producing regions, works with their established sourcing network to help clients obtain financing for land-based and agribusiness operations including row crops, ranchland, permanent plantings, timberland, and processing and storage facilities. Lending programs are customized specifically to each client's preference for industry, duration and risk-adjusted return.
Aegon Real Assets’ S&P-rated* mortgage loan servicing business provides a full array of traditional mortgage loan services for a variety of commercial and agricultural loan types. The team is a primary servicer that provides tax and insurance analysis, loan surveillance, portfolio management, lease analysis, and comprehensive loan-level and portfolio-level accounting and reporting.
*Maintains a "Strong" rating with a "Stable Outlook affirmed by Standard & Poor's (S&P) (as of April 2020). Agency ratings do not reflect favorable client responses or ignore unfavorable client responses. Aegon Real Assets US has paid S&P to conduct its ratings. These ratings are not indicative of future performance. Information regarding S&P rating systems and criteria is available at www.standardandpoors.com.
Aegon Real Assets’ S&P rated* special servicing group performs commercial mortgage loan (CML) workouts and foreclosure activities including the resolution of a wide range of loan and collateral-level issues.
Established in 1991 to manage assets for the Resolution Trust Corporation resulting from the Savings & Loan (S&L) collapse, the group provides expertise in monetary and non-monetary workouts, loan underwriting and due diligence, investment management, and research analytics.
The special servicing team offers expertise across major property types and specialized segments to a diverse client base including insurance companies, CMBS investment banks, pension fund advisors, and government sponsored enterprise (GSE).
Aegon Real Assets has been a named special servicer on CMBS transactions since 2012.
CMBS special servicing rights**
*Maintains a "Strong" rating with a "Stable Outlook affirmed by Standard & Poor's (S&P) (as of April 2020). Agency ratings do not reflect favorable client responses or ignore unfavorable client responses. Aegon Real Assets US has paid S&P to conduct its ratings. These ratings are not indicative of future performance. Information regarding S&P rating systems and criteria is available at www.standardandpoors.com.
**Source: Aegon AM as at 30 September 2020
Aegon Real Assets' Tax Credit Equity business leverages over 30 years of experience and the expertise of multiple disciplines to source, underwrite and manage real estate assets that qualify for low-income housing tax credits (LIHTC).
Return on investment, made either indirectly through a Fund structure or directly through a separately managed account, occurs through an allocation of tax credits and other tax benefits, and in some cases, cash flow, generated by the underlying real estate assets.
We execute a long-term strategy focused on quality, growth and sustainability. Our LIHTC portfolio is comprised of over 400 partnerships across the US. Historically, we have helped created over 125,000 units of housing.*
Number of LIHTC units by state/territory*
*Source: Aegon AM as at 30 September 2020
Aegon Real Assets’ Natural Resources/Energy Private Equity team identifies, selects and allocates capital to natural resources investments through direct investments, joint ventures and fund strategies with nonaffiliated management teams that serve as general partners for specific assets. Our natural resources private equity capability is available through the Upstream Energy investment strategy via a separate account or private fund that seeks to maximize risk-adjusted returns by investing private equity capital with management teams in the oil and gas industry.
The investment team sources under-developed and inefficient oil and gas assets throughout North American onshore oil reserves by selecting management teams in both the primary and secondary markets with significant operating experience and a demonstrated proficiency in identifying and mitigating risks. The strategy invests in a diversified portfolio of upstream and associated midstream oil and natural gas assets with a high concentration of proved, developed and producing (PDP) reserves with the goal of optimizing operations and expanding the reserve base.
Aegon Real Assets' Real Estate Private Equity team leverages the expertise and resources of multiple disciplines to acquire, underwrite and manage a variety of real estate investments across property sectors including multifamily, industrial, office and retail. Each investment is supported by an established in-house equity asset management team with experience managing across all property types and regions.
Investments are sourced through new and existing project managers and through secondary opportunities. The team conducts initial and ongoing due diligence reviews of each manager using questionnaires, portfolio modeling and stress testing, and by conducting onsite property visits or touring of assets. Investment Committee approval is required prior to making investments with any managers.
Aegon Real Assets has one of the UK’s most experienced property teams, with an average of 20 years in the market.
We offer direct property investment through segregated and pooled funds, including our active value and property income strategies. Our highly regarded Indirect Property Service offers multi-manager discretionary and advisory solutions including the active beta property strategy.
We also work with selected partners in specialist sectors like healthcare, where we have experience, expertise and long-standing relationships.
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Within the real estate public equity space, Aegon Real Assets has been investing in global listed real estate securities since 1997 via the Global Real Estate Securities strategy.
Aegon Real Assets provides a wide-array of asset management services to support the real assets equity business including tax credit equity, real estate owned (REO) properties, natural resources private equity and real estate private equity. The team has experience across all US regions and major property types including office, retail, industrial and multifamily, along with specialized segments including self-storage, land and senior housing. Each stage of an investment is actively managed from acquisition through disposition with a primary focus on maximizing investment returns through value creation.
Data as of June 30, 2020