Client`s Portfolio Composition and Management
For our clients we offer a service of portfolio composition and management.
If you have no experience of dealing with a stock market, but you would like to be served by experienced professionals in order to obtain interest higher than the bank rate, or if you have the expertise but no time or opportunity to deal with the stock market directly, we can offer you our portfolio management service. It can be aligned with one of the strategies offered below, or it can as well be tailored to your individual preferences and objectives.
We also offer this service to corporate clients, insurance companies, pension funds and other financial organizations. Without bearing all the costs of creation and management of a complicated infrastructure, needed to work on the stock market, you can use the portfolio management service of Atek-Invest.
When signing the contract for the portfolio management service, our client and the company agree upon a portfolio management strategy. During the contract period, the management strategy can be modified and the financial instruments can be diversified. We will assist to correñtly assess the risks, choose the optimal periods and investment strategies. Our clients receive a quarterly report regarding their stock management accounts.
Our experts will help select the investment strategy, solve any issues regarding opening individual stock accounts and consult about the taxation issues and the current state of the stock market.
As the main income for the company is proportionate to your profit, we are interested to ensure the maximum profit for your portfolio on the Ukrainian stock market.
For our loyal clients we calculate the company interest only with regard to profit which exceeds the average deposit interest in 2008.
This strategy ensures a higher interest than that on bonds, and minimal risks. The investment instruments are corporate shares and bonds in varying proportions. Part of the portfolio is formed in a conservative manner, allowing for guaranteed minimum interest on bonds. The other part comprises of shares, with which the company can actively operate on the market. During the periods of active share market growth, we will opt for a more active management strategy, increasing the part which is formed by shares. Vice versa, the part of bonds will be increased during less stable periods. This balanced portfolio allows for an optimal outcome of the risk/interest ratio. Using this strategy, the best results are achievable within 2-3 years
| Expected interest |
15% - 30% |
| Expected risks |
5% - 10% |
| Minimum investment |
100 000 UAH |
| Recommended minimum investment period |
1year |
| Company interest (if the minimum level is exceeded) |
on a calculation formula |
| Instruments |
Shares – 50%-0, Bonds– 50%-100% |
This strategy is suitable for investors who aim to obtain maximum profits from investing in reliable and liquid corporate shares. It allows for higher risk, comparing to the conservative strategy, on a minimum amount of investment, due to a limited diversity within the portfolio (3-5 issuers). The portfolio is formed, on one hand, with “blue chips” that are in high demand and supply and are used for PFTS index calculationin, and on the other, with corporate shares with high liquidity of industry leader companies. The profitability within this strategy directly depends on the supply and demand for the shares within the portfolio. The expected interest is around 30-60%. This popular strategy is suitable for investors who agree that investing in shares entails a higher risk, comparing to other instruments, but in the long run the profitability is higher.
|
Expected interest |
30% - 60% |
|
Expected risks |
15% - 25% |
|
Minimum investment |
100 000 UAH |
|
Recommended minimum investment period |
12 months |
|
Company interest (if the minimum level is exceeded) |
on a calculation formula |
|
|
|
Instruments |
First- and second-tier shares – 100% |
This strategy is developed to obtain interest by active buying/selling operations of the company with liquid shares of Ukrainian issuers that are first- and second-level listed.
Medium- and short-term investments are foreseen by this strategy. The portfolio, which consists mostly of “blue chips”, is used for active operations based on the current market situation. The investment objective within this strategy is to obtain an interest level of more than 45% due to a small increase in the exchange quotation of purchased securities in a short period of time.
|
Expected interest |
more than 45% |
|
Expected risks |
30-40% |
|
Minimum investment |
50 000 UAH |
|
Recommended minimum investment period |
6 - 12 months |
|
Company interest (if the minimum level is exceeded) |
on a calculation formula |
|
|
|
Instruments |
First- and second-tier shares – 100% |
We offer an individual management strategy to investors who prefer to set their own conditions regarding time frames, expected returns, possible risks, objects and industries of interest. We will form the portfolio meeting your conditions with the preferred instruments, and during the whole contract period you can make adjustments to the portfolio, if necessary.
This strategy also includes an opportunity of marginal operations.
|
Expected interest / minimum interest |
Consensual |
|
Expected risks |
Consensual |
|
Minimum investment |
100 000 UAH |
|
Recommended minimum investment period |
12 - 18 months |
|
Company interest (if the minimum level is exceeded)
|
Consensual
|
|
Instruments |
Any financial instruments, other individual conditions |
Expected income
(%) |
Min investment amount/portfolio value
(UAH) |
Recommended min time frame
(months) |
Company Interest
(%) of gained income |
Instruments |
| Conservative Strategy |
| 15 – 30 |
100 000 |
12 |
on a calculation formula |
Shares – 50%-0
Bonds – 50% -100% |
| Growth Strategy |
30 – 60
|
100 000 |
12 |
on a calculation formula |
First- and second-tier shares – 100% |
| Aggresive Strategy |
| more than 45 |
50 000 |
6-12 |
on a calculation formula |
First- and second-tier shares – 100% |
| Individual Strategy |
Consensual
|
100 000 |
12 - 18 |
Consensual |
Any available finansial instruments and various individual conditions |
|
Comparative sheet