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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 new risk and return structure, strategic portfolio diversification
After an audit and analysis of an investor's current portfolio, quite often it becomes necessary to revise the structure and composition of the portfolio. If the portfolio return does not suit you, the portfolio contains excessive risks or excessive diversification, then we can help you review your portfolio and balance its parameters for the better.
Usually, this requires developing an individual investment strategy, adapting your current portfolio to the given and optimal risk and return parameters. Basically, a review of the structure and risk of the portfolio is carried out in order to ensure that the parameters of the portfolio correspond to the investor's risk tolerance, and also to ensure that the portfolio can achieve the target expected results for the investor.
That is, at the initial stage, we must, together with the investor, determine his risk tolerance, formulate a clear goal expressed in the amount of money, plan the investment horizon, and only after that develop a new, more balanced investment strategy.
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 Portfolio structuring (review of structure and risk), and our experts will contact you as soon as possible!
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Assessment and revision of the portfolio structure by asset class, assessment of risk parameters and degree of diversification.
Adjustment of the optimal structure, profitability and risk of the portfolio, taking into account the goals and risk tolerance.
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
If we talk about a more convenient portfolio structure, then you first need to decide on the goal pursued by the investor. The portfolio structure, for example, for an investment horizon of 3 years for an aggressive investor will have a certain mix of assets that will be aimed at growth. But, without understanding the macroeconomic situation in the world and in a particular market, this may be a bad decision if the market falls.
If the market is in a downtrend, companies' profits are expected to decrease, the Fed's rate to rise, monetary policy to tighten, then in such conditions it is better to take a more conservative position and rebuild the portfolio under these conditions. And in this case, the optimal sectoral structure of the portfolio will have an allocation in more stable sectors with a low Beta, less leveraged companies with a high Gross Margin. Therefore, the optimal portfolio structure will be different in different market conditions. Everything will depend on the forecast for the economy for the next 1-2 years.
Portfolio risk should reflect the investor's own risk tolerance. For investors of a respectable age with stable sources of income, real estate, business assets, there may be an average level of risk. For investors of the same age, but with low incomes and unstable financial condition, the level of risk will be more conservative, since such investors are more sensitive to fluctuations in the value of the portfolio. But for young businessmen under 35, you can make a portfolio for 5-10 years with aggressive parameters, and for them this will be the most winning strategy, because in the long run aggressive strategies beat the market, with proper risk diversification and careful selection of assets.
