Discretionary Portfolio Management

Customised solution

Discretionary Portfolio Management differs from other types of professional management available to investors through standardised products.

It has benefits, such as:

• Identifying the investment risk that suits your profile.
• Assuming the level of the investment risk you prefer.
• Providing an estimated investment horizon.
• Meeting the need to increase your capital or generate income through your investment.

Awarded management team

Our management team has a proven track record of achieving returns. View our international awards.

Portfolio transparency is ensured through the regular updates you receive from Eurobank:

• Every month, on your portfolio structure.
• Every 3 months, on your portfolio transactions and performance.
• Any time you ask for an update.
• If the value of your portfolio drops by 10% from the beginning of each reporting period.
• Annually, on the costs and fees.

For investors who seek:

• Professional monitoring for their portfolio based on the desired risk/return ratio, through a structured investment process.
• Investments in global markets.
• Separate portfolios with different risk levels – Defensive, Moderate Bond, Flexible, Dynamic (depending on how their investments are allocated).

Find out more about Discretionary Portfolio Management, Global.

Currency

• Euro – Global Euro
• US Dollar – Global USD

Benefits

• Diversity through 15 global fund managers
• Full transparency in terms of structure, performance and transactions
• Regular updates
• Option of instant redemption
• Investment in institutional share class
• No entry and redemption fees for mutual funds

The portfolio structure and fees vary depending on the risk level you choose.