Discretionary Portfolio Management
It gives you an advantage in the individual management of your assets through advices by licensed financial experts.
Why diversification
Asset Allocation aims to optimise risk adjusted returns. Diversification is key to achieve this goal
Tržišta dionica u razvoju (Emerging Markets Equities)
Veliki povrati nakon određenog vremenskog razdoblja, uz veći rizik.
Veliki povrati nakon određenog vremenskog razdoblja, uz veći rizik.
Cash and Short Maturity Bonds
Emerging Markets Bonds
Investment Grade Corporate Bonds
Emerging Market Bonds
High Yield Bonds
Developed Market Equities
Emerging Markets Equities
Commodities
Real Estate
Alternnative Trading Strategies
Trade-off between risk, liquidity and return
The three main objectives of an investment - highest level of security, liquidity and rate of return cannot be achieved simultaneously. The investors must define which objective takes the priority, in accordance with their own preferences.
Diversification can significantly reduce unsystematic risks (distribution of assets in different asset classes).
The investor has no influence over systemic risks, or over natural disasters or wars, but the portfolio manager is required to manage the client's portfolio in a professional manner, in the best possible way, with the attention of a good businessman.
Our products and services
Discretionary Portfolio Management
It gives you an advantage in the individual management of your assets through advices by licensed financial experts.
Funds
We offer a comprehensive product range of absolute return as well as benchmark oriented funds (those that refer to a reference index, or a combination thereof).
Funds
We offer a comprehensive product range of absolute return as well as benchmark oriented funds (those that refer to a reference index, or a combination thereof).
Treasury
We offer a wide range of treasury products and services, provided by advisors, agents and sponsors when issuing debt securities, as well as the review of financial markets.
Treasury
We offer a wide range of treasury products and services, provided by advisors, agents and sponsors when issuing debt securities, as well as the review of financial markets.
Erste Gold packages
Ensure top finance management service and many additional benefits.
Erste Gold packages
Ensure top finance management service and many additional benefits.
Research
We will regularly inform you about financial markets and trends through weekly and monthly reports.
Research
We will regularly inform you about financial markets and trends through weekly and monthly reports.
Reporting to clients
Regardless of whether you need advisory or discretionary portfolio management, we offer you a series of reports in printed or digital form.
Reporting to clients
Regardless of whether you need advisory or discretionary portfolio management, we offer you a series of reports in printed or digital form.
