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Discretionary portfolio
management

Professional investment
strategy especially for you

DSK Bank offers to its clients  discretionary portfolio management, which stands for management of significant amounts of funds and financial instruments on foreign markets on the basis of a defined client’s risk profile..

Discretionary portfolio management without special client instructions gives our clients the chance to focus on their core business. The portfolios are managed by an investment consultant.

The DSK Bank team has years of experience in the field of portfolio management.



1. Determining the risk profile of the client according to:


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Investment objectives, period and expected return
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Financial situation and level of risk tolerance
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Other specific requirements and restrictions of the client


2. Structuring and management on the basis of your profile:


  • Assets allocation of the client portfolio – shares, exchange-traded funds, commodities and others

  • In the event of changes in the market environment and expectations - rebalancing the client's portfolio.



3. A monthly report for you, which includes:


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1

Assets allocation and valuation

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2

Achieved return and comparison with a defined benchmark

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3

The deals concluded in the previous month


Documents




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