Recommendations under individual investment advisory are prepared by the Portfolio Manager.
This person is responsible for the development of the client's investment strategy and active provision of recommendations concerning transactions in financial instruments within the strategy.
The essence of investment advisory is professional development of asset portfolios preceded by an in-depth analysis of the clients’ needs and goals and of the acceptable risk level. Portfolios are built based on fundamental rules concerning:
- strategical and tactical asset allocation
- asset diversification among different asset managers, asset classes, business lines, regions etc.
- active portfolio allocation management depending on the market situation, where the allocation changes are not speculative in nature