Portfolio Management

The portfolio management department of HSBC (HELLAS) AEDAK creates investment portfolios for the personal needs and requirements of each investor.

We offer two types of investment services: a) Discretionary portfolio management and b) Advisory portfolio management, suitable for:

• Individual clients
• Companies/organizations
• Pension funds, Insurance organizations

The recommended investment horizon is between 2 and 5 years, although there is no minimum required investment period.

Investment Strategies

In conjunction with the investor we establish his investment objectives and determine the investment strategy / portfolio model, according to the level of risk the investor is willing to accept as:

• Conservative
• Balanced
• Growth
• Aggressive
• Customized

Through active management we aim to achieve the investor's investment objectives, such as capital preservation, income generation, capital gains, etc.

Investment Products

The portfolio management department of HSBC (HELLAS) AEDAK, utilizing the worldwide experience of the group, as well as local know-how, offers a wide variety of investment products from the Greek and foreign markets.

These investment products include:

• Money Market Instruments
• HSBC Mutual funds
• Third Party Mutual Funds
• ETF's (Exchange Traded Funds)
• Domestic & International Bonds
• Domestic & International Stocks
• Foreign exchange (FOREX)

Portfolio Management Procedures

1. Completion of investment questionnaire and determination of risk profile in cooperation with the client.
2. Portfolio construction. Each risk profile corresponds to a model portfolio. For each model portfolio, the Investment committee determines the asset allocation, geographic allocation and product allocation.
3. Portfolio rebalancing. Account Managers execute the decisions of the Investment committee. Selection of specific products also takes into consideration the individual needs of each investor (i.e. time horizon, liquidity, taxation, currency, etc.)
4. Portfolio review, evaluation of performance and regular communication with the investor.

Objectives & main characteristics of management

Objective: Higher return than relevant benchmark, while assuming less risk.
Allocation: Strategic asset allocation with products that provide sufficient flexibility and liquidity.
Number of products: Sufficient number of products to ensure risk distribution.
Investment Restrictions: Ability to maintain client specific investment restrictions.

A high quality level of service

We strive to offer a personal level of service with experienced advisors.

We use customized software for the management and monitoring of portfolios. We can support portfolios in various base currencies and employ a modern risk management system. The client has the option to receive monthly reports in various currencies such as EUR, USD, GBP, CHF and in two languages (Greek - English).