Independent professional assessment of your investment portfolio and asset-management strategies.
The service may be useful both for evaluating an existing investment portfolio and for studying a pre-selected investment strategy.
Independent analysis of risk, yield and term parameters of your investment proposal.
Consequences of unprofessional advice in turbulent times can be catastrophic for your capital.
When the portfolio is shaped by management-company interests rather than the investor's.
Conducted analysis will eliminate or confirm doubts about the rightness of the decision to work with the investment manager.
The client provides information about the current portfolio, strategy and investment goals.
A team of analysts and expert managers with more than 25 years of experience conducts an independent assessment.
Conclusions with answers to key questions and recommendations for optimisation.
A team of analysts and expert managers will conduct an independent assessment of investment-management effectiveness.
Analysis can be performed without attachment to the asset-management company that handles your portfolio. Only information about each security is required.
A reasoned assessment of how well the structure of your portfolio matches your stated personal or family goals and objectives.
Compliance of the level of risk you have accepted with the level of real possible losses in a negative scenario (e.g., a securities-market crisis).
Analysis of the yield indicators of your investment portfolio and analysis of possible alternatives.
Recommendations to increase portfolio efficiency: opportunities to improve structure, suggestions on rejecting certain securities and investment recommendations to strengthen returns.
Confirmation that your investment portfolio is managed by professionals in accordance with the principles of individual fiduciary management.
The Second Opinion service does not require KYC. Only information on each security is needed for expertise. Analysis can be done even without attachment to the management company that handles your portfolio.
The service can be used once. The expert-recommended approach is portfolio-management effectiveness assessment on average once a year. With high market volatility this assessment can be done more frequently.
