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
Active balanced strategies
Active equity strategies
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.