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:
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:
Assets allocation and valuation
Achieved return and comparison with a defined benchmark
The deals concluded in the previous month
Impacts of investment decisions on sustainability factors
Information on the terms and conditions for valuation of clients assets from DSK Bank as an investment intermediary
Information on expected costs in relation to the portfolio management investment service
Engagement Policy of DSK Bank as an Investment Intermediary