Grecinieku 6, Riga, LV- 1050, Latvia
Phone: + 371 6 7000 444
E-mail: info@bib.eu
Grecinieku 6, Riga, LV- 1050, Latvia
Phone: + 371 6 7000 444
E-mail: info@bib.eu
For investors lacking enough time to personally analyse and track market tendencies and conduct buy-sell transactions, a discretionary asset management service is the most convenient solution. The basic principles upon which discretionary management is based are as follows: a personalised approach (tailored on a client-by-client basis), protection of customer interests, and transaction transparency.
Under the discretionary asset management agreement, we build for you a customised investment portfolio. The portfolio takes into account your personal risk tolerance, desired yield goal, and investment horizon. Our portfolio managers will structure a diversified investment portfolio based on thorough fundamental analysis. The portfolio is revisited and modified regularly depending on stock market trends.
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Determine
We determine your investment horizon (the total length of time that you are expected to hold your particular assets or portfolio with the manager).
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Negotiate
We negotiate risk tolerance and a desired rate of return. We determine the optimal asset allocation (i.e. the most appropriate mix of asset classes) and choose an investment strategy that best fits your goals.
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Build
According to pre-defined investment strategies, we build bespoke portfolios and determine which financial instruments (investment vehicles) are most appropriate for your particular portfolio.
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Analyze
Regularly keep track of the market moves and adjust your investment strategy in response to the market shifts
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Provide
We provide you with your portfolio statement (summary of your overall portfolio) on a regular basis. Your portfolio statement will show all relevant portfolio position changes whenever your investment strategy is revised.
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