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The individual investment portfolios offer various options. Addressed both the corporations and
natural persons with major exposure on the capital market, each portfolio is customized according to
client's profile.
The individual investment portfolio allows an untypical investment structure, complementary to the
structure achieved through the investment funds. The administrator makes investments on behalf and for the
client's account, in keeping with the investment policy agreed with the client.
The management of the individual investment portfolios aims to increase the portfolio value under
the terms of volatility and liquidity well established. Thus, this customized service provides value-added
by means of selecting the most appropriate investment tools and by cutting down the transaction
costs.
The individual portfolio is conceived for those investors wishing a customized investment management
and whose financial resources reach the critical weight needed for this approach.
One group is represented by the natural persons with a risk profile different from the one showed by the
investors within the funds. This risk profile might be speculations on the stock exchange, low
diversification, and short liquidity.
Another group is represented by the institutional investors such as hedge funds, insurance companies or
even trade companies that externalize, partially or integrally, the investment decision (by mandate) to
an independent administrator, and thus getting resource savings and specialization benefits.
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