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Risk Tolerance (Eng, Ukr)
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Investment Planning (Eng)
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Analysis of assets, risk structure and return of your investment portfolio
IQ Smart Capital provides audit and analysis services for the current portfolio of the investor, will be able to deeply study the previously selected assets and risks for each of them, as well as find errors and/or opportunities for better diversification and increased profitability. Portfolio analysis can help an investor understand the strengths and weaknesses of his investment strategy, get an economic (fundamental) analysis of companies, risk analysis of all assets and the portfolio as a whole.
Most novice investors implement their strategy unconsciously, and do not fully understand what they are doing, what the return will be, what the portfolio risk will be, whether it is worth having dividend companies in the portfolio, etc. As a result, an investor's portfolio is simply a set of assets, either with excess risk, or with excessive diversification, or the structure and composition of the portfolio contradicts his strategy.
As an expert in investment and finance, we will help you understand and formulate a strategy, adjust your capital structure, diversify, set risk and expected return targets, and avoid excessive risk in your portfolio.
You can find out more useful information about investing in US and European stocks on the main page of our website. Please make a request for a consultation on the service Analysis of Return and Risks of your Investment portfolio, and our managers will contact you as soon as possible!
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Fundamental analysis of portfolio assets, revision of important business indicators of companies, key performance and health metrics.
Checking the risk indicators of each asset and the entire portfolio as a whole. Analysis of portfolio diversification, volatility and market risk.
Our Approach:
First of all, we understand and respect the financial goals of our clients. To do this, we discuss your needs and take into account your tolerance and appetite for risk. In a way, we are also trying to dissuade clients from a simplistic understanding of the market and provide a deeper understanding of the broad possibilities of the stock market. As a partner in the world of finance, IQ Smart Capital strives to create value for its clients through technology and knowledge in the field of finance and investment! Before concluding an agreement, we advise our clients, study their financial situation and the possibilities of long-term, successful and mutually beneficial cooperation.
Our Advantages:
We use a competent fundamental approach, modern analytical tools to develop strategies and implement the tasks of our clients! In our work, we focus on the stock market and ETFs of different asset classes, as these financial instruments provide an opportunity to achieve your goals and get a higher return per unit of risk than the broad market. We mainly use long-term Relative Return Strategies, the purpose of which is to obtain a higher return per unit of risk, or to obtain a similar return, but with less risk. We use a unique risk analysis and management system, which makes it possible to provide a stable return on investment and the optimal level of risk that is most suitable for our clients in the medium- and long-term period.
Benefits for Clients:
Clients of IQ Smart Capital can take advantage of modern wide opportunities of the stock market, have their own independent and unique investment portfolio that can cover average annual inflation, can provide high efficiency and stable results in in the medium- and long-term period. A unique risk monitoring and management system allows us to adapt а current investment portfolio in advance to future changes in the economy. It also allows us to achieve a truly stable return on investment, depending on the strategy, goals and investment horizon!
Professional Financial engineering and Risk management of Portfolio investments. Research and Analysis of the stock market, Investment in US and European stocks. Development of Quantitative Investment Strategies, Smart-Beta Strategies and Relative Return Strategies.
Studied investment management and finance at MIM-Kyiv Business School. Studied at Tepper School of Business at Carnegie Mellon University (USA).
Many years of business management experience, entrepreneur with 25 years of experience. He has an MBA degree from Business School MIM-Kyiv, Master of Laws, specialist in financial and banking law.
Zair Iusupov
CEO and Chief Investment Strategist
Private Wealth Management, Development of Investment Strategies and Investment Advisory
Any investor's decisions are focused on the future, but it is important to understand what the goals are for the investor and what horizon of the future these goals are focused on. Does the investor want to get an increase of 12% per annum, or does he want to increase the portfolio by 5 times and purchase a property? This is only part of the goal. It is important to set goals and fix the investment horizon. Then, knowing this time horizon, it is possible to select assets in the portfolio that will best achieve the investor's goals and have the optimal level of risk in the portfolio.
If your existing portfolio contains certain assets, then you should understand that the behavior of these assets will directly affect the results of the entire portfolio. And here the main thing that should be taken into account is the structure of the portfolio. What sectors of the economy are in the portfolio, what country diversification, what asset classes are there in the portfolio? This should be a conscious choice and determination of the target structure of the portfolio. Otherwise, it is just a chaotic and aimless investment, similar to a game or a casino.
In order to optimize portfolio returns, you should ask yourself what will be the basis of optimization. Do you want more returns per unit of what, or more than the broad market S&P500? Usually only the most competent and experienced investors with a solid investment experience think about it. In the classical theory, one should strive to increase the return and minimize the risks of the portfolio, that is, Beta, Volatility. And our company will help you with this!
