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Investment Strategies

Within discretionary portfolio management (Segregated Accounts) we offer several investment strategies, varying in the level of risk and expected rate of return. These strategies utilize the majority of available investment options in Poland and on other CEE markets and allow allocating funds in various asset categories:

Active fixed income strategy

  • Fixed-income Strategy (Strategia Obligacji)
  • Liquidity Management Strategy (Strategia Zarządzania Płynnością)

Active balanced strategies

  • Stable Growth Strategy (Strategia Stabilnego Wzrostu)
  • Timing Strategy (Strategia Zmiennego Zaangażowania)

Active equity strategies

  • Blue Chips Strategy (Strategia Akcji o Wysokim Standardzie)
  • Growth Strategy (Strategia Wzrostowa)
  • IPO Strategy (Strategia Nowe Emisje)
  • Selective Strategy (Strategia Selektywna)

When the portfolio is PLN 4,000,000.00 or higher, it may be managed in accordance with an individual management strategy established with the Client.

Segregated Accounts