HOME  CONTACT  ROMANA  RSS FEED  NEWSLETTER
ABOUT US
INVESTMENT FUNDS
INDIVIDUAL PORTFOLIO
CHOOSE FOR YOURSELF
NEWS
NEWS
Individual Portfolio

The individual investment portfolios offer various options. Addressed both the corporations and natural persons with major exposure on the capital market, each portfolio is customized according to client's profile.

The individual investment portfolio allows an untypical investment structure, complementary to the structure achieved through the investment funds. The administrator makes investments on behalf and for the client's account, in keeping with the investment policy agreed with the client.

The management of the individual investment portfolios aims to increase the portfolio value under the terms of volatility and liquidity well established. Thus, this customized service provides value-added by means of selecting the most appropriate investment tools and by cutting down the transaction costs.

The individual portfolio is conceived for those investors wishing a customized investment management and whose financial resources reach the critical weight needed for this approach.

One group is represented by the natural persons with a risk profile different from the one showed by the investors within the funds. This risk profile might be speculations on the stock exchange, low diversification, and short liquidity.

Another group is represented by the institutional investors such as hedge funds, insurance companies or even trade companies that externalize, partially or integrally, the investment decision (by mandate) to an independent administrator, and thus getting resource savings and specialization benefits.

  Copyright © 2005 Pioneer Asset Management S.A.I. SA. All rights reserved.