Portfolio Management
Equilor Investment Ltd. has been dealing with portfolio and trust management for private clients for more than a decade now. We offer these services to clients who would like to invest their savings with the highest security and with the assistance of our professionals, taking into account the best financial instruments here in Hungary and abroad as well.
Our investment policy is always unique, meaning that we always listen to our clients' special expectations and give advice corresponding to their needs. The terms of these policies are based on the governing law concerning our investors as well as the yield expectations and risk taking willingness of the clients. During our activities we try to achieve the highest yields with the lowest risk level possible, building portfolios which contain the appropriate instrument proportions, while creating adequate yield levels by capitalizing on the negative correlation between the instrument classes, which keeps the portfolio risk at the appropriate level.
Our association was among the first companies in Hungary to provide yield-based constructions in addition to benchmark-based portfolio management, which due to international habits provides more possibilities to the portfolio managers when deciding about unique investments, thus creating, in determined market situations, the possibility of achieving different favoured results.
For further information on our individual asset management service, please call Bertalan Nagy on (+36 1) 436 7019
