Standard investment strategies
Standard investment strategies give you the opportunity to invest in a ready-made financial instruments portfolio offered by the Bank. A range of highly efficient portfolios are either actively or passively managed and are designed to provide different combinations of risk and return.
Investment opportunities
Baltic International Bank offers an innovative investment calculator, a tool where you can get acquainted with the Bank's current offer and select and choose different investment products according to your interests, find out the key indicators, i.e. the expected return, terms, possible risks, as well as apply for a consultation with the Bank's investment specialist.
Baltic International Bank offers several ready-made portfolios whose structure, risk level, and profitability are tailored to conservative, balanced, and aggressive investment strategies.
The standard investment strategies include strategies developed by the Bank with a proven track record of historical profitability. We will help you to choose the product that is best tailored to your risk and return preference. Our standard strategies seek to fill the gap between investing in broad market funds and constructing tailored investment portfolios. Such strategies present an efficient way to allocate your funds across a range of markets and asset classes according to your preferences and risk profile. The strategies often have an active tactical component and are carefully supervised by our partners and us.
Investment specialists of Baltic International Bank will professionally manage your investment portfolio in accordance with the mandate you entrust us. You will also receive regular reports on the performance of your portfolio and other relevant matters.
Standard investment strategies in Baltic International Bank
EXPERTISE
The Bank partners with leading players in the industry to deliver outstanding expertise and solutions for adding value to your portfolio
EFFICIENCY
Ready-made investment portfolios are a range of efficient and transparent investment vehicles that allow you to obtain exposure to various segments, markets, and asset classes to achieve optimal diversification at a low cost
CONVENIENCE
The opportunity for you to delegate the complex and demanding process of managing your portfolio of financial assets to our highly-skilled experts
Important
The information should not be construed, regarded or relied upon as investment recommendation, investment research, investment advice or a recommendation to transfer your assets for managing by a certain investment manager. Those who have read this information should choose an investment manager solely based on their own evaluation of the circumstances affecting their investments. The burden of responsibility for choosing the investment manager based on the information contained herein will entirely and exclusively rest upon a person having relied on the information.
Prior to making a decision to conclude an agreement with Baltic International Bank regarding provision of investment services, in addition to the respective agreement presented to you by your private banker please be acquainted also with the following documents:
Description of financial instrumens and inherent risks (valid from 23.07.2021.)Description of financial instrumens and inherent risks (valid till 23.07.2021.)
General information concerning an investment services provider and investment services
List of counterparties
Client categorisation policy related to the provision of investment services and ancillary services
Prevention of conflict of interest policy (with reference to the provision of investment services)
Rules governing brokerage services - valid till 30.06.2020 Rules governing brokerage services - valid till 14.03.2021 Rules governing brokerage services - valid from 15.03.2021
