Investment process

In a basis of investment process lays the principle of making model portfolios. The structure of model portfolio of equities and model portfolio of bonds during each moment of time reflects a sight of the company at market and the structure of assets which is considered by the company to be optimal.

Distribution of investments among asset classes and selection of issuers in model portfolios are based on deep analysis of Ukrainian economy sectors, performance results of particular companies, world and Ukrainian trends in economic development, market conditions, financial and political news, etc.

Private portfolios are being designed on the basis of the model portfolios data considering changes which can be adopted if client wants. Change of any position of a model portfolio entails, if other is not stipulated, proportional change of a corresponding position in the client’s portfolio.