In determining the investment policy of the Customer, we seek to understand what its investment aims are and what risk level the Customer is inclined to assume. That is why, we have an individual approach to every Customer and offer investment strategy, consistent with his investment aims.

 
Process
Step 1
Investment Policy
Setting of the investment policy in consistence with the investment aims, including the requirements to return and preferences to risk level, as well as the investment limits, accounting for the investor’s time horizon, the needs of liquidity, taxation, legal requirements and other unique circumstances and preferences of the investor.

 
Step 2
Investment Strategy
Formulation of the investment strategy for the investor on the basis of the investment policy, financial and economic conditions.

 
Step 3
Portfolio Structuring
Structuring of "normal" („unique”)portfolio with the set types of assets, their optimal ratio, as well as the possible deviations from these ratios.

 
Step 4
Portfolio Restructuring
Restructuring of the "normal" portfolio in consistence with the changes in the investment objectives and the limitations for the investor and the market conditions.

 
Step 5
Portfolio Assessment
Regular assessment of the real portfolio’s performance.