Portfolio management

The management of investment fund portfolios represents a specialised financial service offering investors professional management of assets within the KD Umbrella Fund, in line with a selected investment policy. Portfolio management is suitable for long-term investors with a substantial amount of assets at their disposal.

The minimum initial portfolio value is EUR 50,000.00.

What do we offer?

  • We will identify a portfolio that suits your investor profile:
    • a conservative, balanced or dynamic fund portfolio.
  • We will adjust your portfolio to the conditions in the capital markets:
    • Our top experts will actively monitor the situation in the capital markets, based on which they will actively adjust the allocation of subfunds of the KD Umbrella Fund within a specific portfolio type. Your fund portfolio will always be optimally adapted to the market situation.
  • We will regularly update you
    • about the value of your investments, i.e. at least once every three months.

Personal consultation with an expert

Are you interested in the investment policies of a conservative, balanced or dynamic fund portfolio?

Discretionary mandates

Portfolio management based on discretionary mandates and an individualised investment policy is an ideal solution for professional investors with specific investment objectives and mandatory investment restrictions. When investing, we face a number of strategic issues both in terms of geographic and sectoral allocation as well as the selection of assets of different investment grades. Investing in such a variety of asset classes requires time and a professional approach.

The minimum initial portfolio value is EUR 1,000,000.00.

What do we offer?

  • Individually tailored service – we will create an individualised investment policy for you
    • Our investment policies are tailored to the needs and restrictions of each individual investor. Our business is completely transparent. Investors can always see their portfolios and transactions, and can contact us at any time.
  • Best investment opportunities
    • Our investment experts actively seek investment options which, considering an investor’s restrictions, have long-term potential and are the generators of growth in their respective environments and industries.
  • Investments suitable for any market situation
    • With an innovative use of the allocation model based on the mean CVaR methodology, we can reach maximum returns given the risk assumed. This approach gives us flexibility and allows us to limit losses, keeping in mind the investor’s investment policy and profile. It also allows us systematic risk management before and after a transaction is executed.
  • Individually defined return benchmarks
  • Investors are systematically informed about every transaction
  • Monthly reporting on portfolio value and structure
  • Monthly reporting on management fees

Investment advisory

Using an innovative allocation model based on mean CVaR, our inestment managers will provide advice about your investment decisions. You can contact us at any time according to your wishes and needs, whilst the final investment decision and execution of transactions is up to you.

What do we offer?

  • A tailor-made relationship and advisory service
  • On-going communication and support regarding investment decisions
  • The ultimate decision and execution of our investment proposal is left to the customer
  • Transparent costs and cooperation
  • Team of asset managers with a long standing investment expierence

KD Skladi, d.o.o. © 2017