portfolio management
Method of managing funds
Fund management is based on mutual trust.
At the beginning, there is a personal, open and detailed discussion about your investment goals, the investment period and the risk you are willing to take when investing. Then, we summarize our agreement in a customized investment approach that is the basis for our long-term cooperation.
A key element of a personal financial plan is choosing an appropriate investment policy that will match your expectations. They differ according to the amount of your expected return and the rate of risk assumed. We help you decide between a low, normal or high risk policy. After that, the conclusion of the contract follows, on the basis of which you transfer funds to our dedicated management account.
When considering your chosen investment policy, our goal is to achieve above-average income. By active management, we try to achieve better results than those predicted. Investment selection for your funds is done through a hierarchical (so-called top-down) allocation. We begin with an analysis of the broader macroeconomic environment (region, country), which continues with a narrower selection of sectors (industrial areas, branches) and concludes with an analysis of the most promising companies. In this way, we form the most suitable portfolio structure for you.
Market conditions are constantly changing, so quick reaction becomes imperative. Our managers carefully monitor the state of the economy, the sentiment of the capital market and the business results of the companies. Timely diversification of investments into different investment classes (stocks, bonds, etc.) keeps the fluctuation of the portfolio value under control and tends to achieve better results.
For questions and suggestions, you have the option of contacting your personal manager by phone or e-mail or making an appointment. We inform you about the status of your portfolio through quarterly reports.
