investment portfolio strategies
At formation of the investment portfolio managers of companies are governed by the investment objectives of the Client, the economic motivation of its investments. An example might be: the Art of design of the investment portfolio consists in a choice of investment instruments, and the selection of their interest ratios such a way that these instruments were in the weak dependence from each other and would bring the expected result with the least value fluctuations of the portfolio. Thus, by creating an investment portfolio, we aim to achieve maximum capital increase with the maximum possible risks.
With the forming of investment portfolio takes into account the following factors:
The expected profit
Possible level of risk
Parameters of liquidity
The investment period
When forming investment portfolios refer to the following approaches:
The selection of assets with good fundamentals, that allows to count on growth in the medium term, even in the case of a short-term deterioration the conjuncture of the market.
Waiver of investments in the "problem" of the paper, the situation is likely to deteriorate sharply in the medium and long term.
The combination of trading strategies with different investment horizons.
Industry diversification.
Diversification of эмитентам. not invest more than 20 per cent of the funds in the securities of a single Issuer.
Constant monitoring of market conditions and monitor the appropriateness of the restructuring of the portfolio.
In the investment portfolios include the following assets:
The shares of large companies
Shares of developing low-capitalized companies with high growth potential
Promissory notes of large companies with a long history of redemption/accounting cash and liquid secondary market
Corporate bonds with fixed and/or floating interest rates, repayment, and interim payments of the income on which provide for the compensation of the negative sacristies of currency exchange rate
Government discount and coupon bonds, denominated in us $
Government bonds, denominated in us dollars
Municipal bonds and bonds of
