Managed Portfolio
Managed Portfolio
- Enables investor hold a specify securities to be selected in the investment portfolio. The firm seeks to earn extra return but at no risk to the investor through active management (which include strategies like shorting, margin trading etc). No extra risk is borne by client than holding risk for selected security but there is opportunity to earn extra
Risk & Return Profile
- Aggressive investors without the structure to pursue so alpha earning strategies Return – Return on selected securities plus extra return on active strategies (if positive less manager’s compensation for earning alpha.