Kompetenz trifft auf Zukunft: Ihr Experte für Aktien und Alternative Investments Aktienresearch Asset Management Investment Consulting Custom Indexing
LEANVAL ASSET MANAGEMENT

Merger with CSR and a new joint office at Börsenplatz 1 in Frankfurt.

Learn more
CUSTOM INDEXING

LeanVal offers you the opportunity to develop customized stock strategies and indices that are precisely tailored to your financial goals and needs.

Learn more
LEANVAL RESEARCH

Stock valuation, stock picking, stock strategies. Use the digital platform of LeanVal Research for your equity portfolio.

Learn more

our mission

Excellent Research, Asset Management, and Technology

The LeanVal Group is dedicated to providing innovative, data-driven investment solutions for institutional investors. Our four companies combine capital markets expertise with technological excellence to develop solutions that seamlessly integrate research, strategy, and execution. We are driven by the conviction that sound analysis, technological precision, and tailored execution form the foundation for better investment decisions. In a changing market environment, professional investors need more than off-the-shelf solutions—they require reliable data, flexible tools, and partners with strong execution capabilities.

Our goal is to make investment decisions smarter, more personalized, and more efficient—with a clear focus on data quality, technology, and sustainable performance.

our customers

Focus on institutional and semi-institutional investors

NON-PROFIT ORGANIZATIONS

FAMILY OFFICES & ENTREPRENEURS

PENSION FUNDS & BENEFITS

BANKS & ASSET MANAGERS

CORPORATES & INSURANCE

FUND MANAGER

Our Core Competencies as a Group

Our Core Competencies as a Group

Services offered by the LeanVal Group

Through LeanVal Research GmbH, we offer digital, AI-powered equity research based on our own databases and valuation models. LeanVal Asset Management AG complements this analytical expertise with systematic volatility strategies and overlay concepts that expand and hedge traditional portfolios. LeanVal Consulting advises institutional clients on the development of equity strategies, asset allocation, and the establishment of efficient investment processes. As the connecting element, LeanVal Invest GmbH develops digital platforms and integrates AI solutions that enable scalable and future-proof implementation.

RESEARCH
(LeanVal Research GmbH)

Fundamental, AI-powered equity research
LeanVal Research analyzes approximately 600 European and 500 U.S. stocks using its own valuation models and the AI-powered tool LeanVal CoAnalyst. The analyses include valuations, ratings, and investment stories—ideal for banks, asset managers, and wealth managers.

Equity Strategies / Custom Indexing / Conviction Portfolios
You can flexibly develop your own rule-based strategies or build them on top of existing factor, value, and conviction portfolios. LeanVal provides not only research but also investable portfolios—including investment strategy, rebalancing, and end-client communication.

Secondary Data Provider / Outsourcing
The use of verified fundamental data, AI-generated commentary, and technical interfaces enables flexible integrations—whether as a secondary data provider, a white-label service, or full investment office outsourcing.

ASSET MANAGEMENT
(LeanVal Asset Management AG)

Alternative Strategies
Liquid alternatives (such as volatility) and private debt are increasingly establishing themselves as key components of modern strategic asset allocation.

Rule-based equity strategies
Factor strategies are based on academic approaches and may offer added value over traditional equity strategies in terms of their design.

Equity Protect / Enhanced Strategies
We combine our expertise with innovative approaches to asset allocation and risk management. The goal is a broadly diversified portfolio that delivers equity-like returns with significantly lower volatility.

CONSULTING (LeanVal Consulting UG)

Asset Allocation
Development of strategies for strategic and tactical asset allocation. Consulting on the selection of suitable securities for asset management and the advisory business

Investment Processes & Product Development
Advisory services throughout the entire investment process—from strategy and portfolio design to operational implementation, particularly for banks and savings banks.

White-Label & Platform Solutions
Access to modular services from the LeanVal Group—integrated into existing systems or as a customized white-label solution for client communication, research, and portfolio advisory services.

Contact

Direct contact with us:

Please send me information about:

LinkedIn

LeanVal Invest