A Strategy of Your Own
Your portfolio is built around your risk profile and investment goals.
Discretionary Portfolio Management
We manage the portfolios of qualified individual and corporate investors within the strategy and risk limits set out in the agreement.
Portfolio Management Built Around Your Goals
Discretionary Portfolio Management is portfolio management for qualified individual and corporate investors, designed around their investment horizon and their risk and return expectations. Our portfolio managers monitor the performance of each portfolio continuously, and our operations teams report on it. The aim of Discretionary Portfolio Management is to invest your savings within the risk and horizon limits that match the investor profile defined by the suitability test. Performance is measured against the agreed benchmark.
An Investment Approach Tailored to You
Every investor has different goals. At Neo Portföy, we analyze your investment horizon, your attitude to risk, and your return expectations, and build a portfolio that is yours alone.
Professional Management
Our experienced portfolio managers follow the markets continuously.
Regular Reporting
You can follow your portfolio’s performance through regular reports.
A Transparent Process
Every development is shared with you openly throughout the investment process.
Value That Grows in Numbers
Discretionary Portfolio Management for Institutional and Qualified Individual Investors
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Assets under management
Mutual Funds
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Total Assets Under Management
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Discretionary Portfolio Management in 4 Steps
We take a holistic approach to your investment goals.
Every investor’s risk and return expectations and investment horizon are different. Neo Portföy develops solutions suited to each investor profile and manages savings within the agreed risk and horizon limits.
Portfolios are monitored continuously by experienced managers; their performance is assessed and reported regularly.
Frequently Asked Questions
Discretionary Portfolio Management means building a portfolio tailored to your risk profile, investment horizon, and return expectations, then having experienced managers monitor and manage that portfolio on an ongoing basis.
Qualified individual investors and legal entities.
A suitability test is carried out before the agreement is signed. It asks about your investment objective, your expected horizon, your risk preference, your financial situation, and your knowledge and experience. The result sets the risk and horizon limits for your portfolio.
Your investment horizon, your risk and return expectations, your cash needs, and any instruments you do not want to invest in. These are written into the agreement.
Your portfolio is measured against the benchmark in your agreement and reported to you.
Let’s Talk About Your Investment Journey
Fill in the form to learn more about Discretionary Portfolio Management. Our team will call you and arrange a meeting.