Discretionary Portfolio Management

The Asset Management Department at AB Invest provides a multitude of investment solutions, including tailor-made discretionary portfolio management services, with the following characteristics:

  • A comprehensive Investment Policy Statement formulated, based on the client’s strategic investment and financial needs, long-term targeted returns and risk tolerance.
  • A direct open relationship between the client and the portfolio manager with disciplined periodical reporting and review.
  • Thorough and transparent reporting that entails full disclosure of the portfolio’s positions, including overall macro and micro allocations and individual position return contributions on a monthly basis.

Discretionary portfolio management services are suitable for institutional as well as high net worth individuals.