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Asset Management
Innovestor serves clients after it has established the needs of each client taking into account the risk factor one is willing to take, and defines the strategies to be implemented.
The conservative investor allows his assets to be paid out over middle to a long term period of time, very often as a pension replacement, and is looking for optimal security with high return on capital when possible.
The balance investor looks for an increase in capital in addition to good returns, while taking into account reasonable risks in value fluctuations.
The dynamic investor tries to maximize his profit and may finance his investment deposit partially with a bank or a Lombard credit. He accepts the volatility that may result from the fluctuating values of the investments.
Implementation of Strategy
After exact clarification of all of the personal aspects of the client and in particular of the investment goals, a portfolio is put together that represents the best possible optimization of risk and return through a purpose-oriented diversification into various countries, lines of business and currencies. In doing this Innovestor is supported by the latest portfolio management theories and practices and takes into account the "top down" approach:
- Economic factors in general:
* Inflation
* Economical growth
* Government debt policy
- Global financial markets:
* Stock & bond markets
* Forex markets
* Commodities
* Options & Futures
- Company selection for the following investment:
* Stocks
* Bonds
* Convertible bonds
* Options & Futures
- Taxes:
Taking into account the tax consequences for every investment.
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