Discretionary Portfolio Management

The benefits of professional investment decision-making.

You set the target, we achieve it

You value personalised asset management. Your time is precious. You want to be sure that your assets are being looked after on a daily basis.

Our “active portfolio management” is the right, individualised solution for you: your personal needs, financial targets and risk tolerance set the baseline in creating your portfolio. Your private banker will see to it that your strategy is implemented strictly according to your specifications and will report back to you regularly on progress. Our investment specialists then actively manage your assets, giving you the benefits of a proven, structured investment process as well as the full expertise and capabilities of a personal financial consultant with the size and clout of an international financial service provider.

 

The benefits to you:

  • Individualised
    Tailored to your risk appetite and requirements
  • Efficient
    Investment experts are watching the financial markets on a daily basis and can actively manage the money you are investing in accordance with your risk appetite
  • Flexible
    Youcan maintain flexibility through various ways of paying in and out; and you can access your wealth without fuss and at any time



1. Understanding you

To create a strategy that is uniquely yours, your private banker will learn about your investment attitudes, approach and purpose.


Purpose

Why are you investing? Having clear reasons or purposes for investing is critical to investing successfully and we will help you navigate through your short and long term investment objectives.

Investing Attitude

Your sensitivity towards risk and your return expectations help us establish the right level of risk exposure

Approach

You will discuss the accessibility of your assets and determine your desired level of involvement



2. Implementing your strategy

You get a team of investment specialists who use a range of asset allocation solutions to adjust your portfolio dynamically so as to invest your assets in a return and risk-optimised way throughout all the market phases.




About Erste Asset Management:  

Erste Asset Management manages more than EUR 63bn of assets in mutual investment funds and individual portfolios for retail and institutional investors.

The company has built up a wealth of expertise in actively managed investment solutions, asset allocation strategies and investment selection processes. Among the asset classes considered for investment are government and corporate bonds, equities from developed and emerging markets, hedge funds, sustainable investment strategies, and real estate. Erste Asset Management group employs more than one hundred investment professionals who work in the field of securities research and portfolio management. As a subsidiary of Erste Group Bank AG, Erste Asset Management is a leading investment company in Central and Eastern Europe.



3. Keeping you on track

Portfolio management is an ongoing process. Your private banker will arrange to review the progress of your portfolio with you at a frequency of your choosing. Additionally, on a quarterly basis you get a complete overview of your portfolio composition, investment strategy and performance and can decide on whether to continue with your defined targets or change them.




  • Assets
  • Portfolio performance
  • Detailed portfolio holdings
  • Securities account transactions
  • Tax information
  • Management activities
  • Comments on the market situation

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