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Investor Profile (Eng, Ukr)
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Risk Tolerance (Eng, Ukr)
Strategic Asset Allocation (Eng)
Investment Planning (Eng)
General Process (Eng)
Development of a personal Investment strategy, optimization of risk and Return
The development of personal investment strategies involves a preliminary analysis of the financial goals of the investor, determining his investment horizon, risk tolerance, the required breadth and depth of portfolio diversification.
Depending on the appetite for risk and ambitious investment goals, an investor may be inclined to either a riskier strategy or, conversely, to a more conservative investment. You need to understand that both profitability and portfolio diversification are important for a long-term investor. But it is also necessary to take into account potential fluctuations and potential losses in the value of the portfolio, since the greater the potential return in the portfolio, the riskier the investor's portfolio will be.
Risk and return are always present in the portfolio, they form its main parameters (that is, settings), which can be managed and adjusted to the needs of the investor. At the same time, it is important to take into account the individual investor's tolerance for risk (the psychological ability to endure fluctuations in the value of the portfolio), since strong portfolio fluctuations can constantly disturb the investor and prevent him from sleeping peacefully.
The psychological aspect of risk tolerance is largely determined by the individual character traits of the investor, his financial aggressiveness, so it is important to pay special attention to determination of risk tolerance before starting to develop a strategy. And for each specific investor, his risk tolerance will affect the expected return of the portfolio, which may not suit the investor's appetites (in terms of the ambitious investment goal).
The investor should make a balanced decision that will take into account his ambitions and level of risk tolerance. If the investment targets are large and the tolerance level is low, then it may be necessary to increase the investment horizon in order to reach the financial target with a more comfortable risk, but longer in time.
The development of an individual investment strategy is largely a joint work of the investor and IQ Smart Capital. We will help you understand your goals and understand the opportunities of the stock market, properly balance risk and expected return. Also, when developing a strategy, we will help you form the portfolio that you want, have positions in those sectors of the economy in which it makes sense in the current macroeconomic situation.
With age, an investor's attitude to risk and return changes, his family and financial circumstances change, his outlook on life, risk and return changes. All this leads to the need to annually review and adjust the investment strategy, make changes to it and bring it to the parameters that are needed and relevant for the investor today.
You can find out more relevant and useful information about modern investments in US stocks and funds on the main page of the site. Please fill out an application for a free online consultation about the service Development of individual investment strategies, and our experts from the main office in Kyiv will contact you at the next working time!
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Individual strategy development taking into account the required risk and return parameters. Unique solutions for risk diversification.
Development of unique investment solutions, taking into account your goals and objectives. Strategies aimed at obtaining a return per unit of 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
A personal strategy can provide the flexibility and diversification that will achieve the investor's investment goals in the best possible way and with optimal risk. The investor will be able to organize the portfolio in the way that is most convenient for him. An investor's portfolio can include specific assets or funds that will give a good return and reduce risk, and can also provide greater liquidity.
Any strategy is usually aimed at future profitability and at the goals of the investor, expressed in capital gains or in reaching a certain amount by a certain age. But it is important to achieve not absolute profitability and not strive to beat the market, but to achieve capital growth and profit per unit of risk. With your level of risk tolerance, your portfolio may never beat the market, but per unit of risk, you will earn market-level returns, and possibly more. Therefore, relative return strategies help you understand how successful your portfolio would be if it had the same level of risk as the broad S&P500 market.
A personal investment strategy has a number of advantages over absolute return strategies or over simply investing in the broad S&P500 market. The main value is to have such parameters and composition of the portfolio that the investor wants. You can have assets and sectors that suit your needs and your risk tolerance best.
