Company services: package "Premium - 5Y (Long-term) Individual Strategy"

Modern services for the portfolio investor

Consulting and analytical services for investors

Services of analysis and management of the investor's portfolio

Order services for investors, Kyiv, Ukraine

Premium - 5Y (Long-term) Individual Strategy

Welcome to the world of next-generation investments, where your capital ensures an innovative strategy developed with the most advanced methods of analysis and economic expertise.

Our premium 5-year strategy isn't just an investment product; it's an intellectual solution aimed at ensuring your capital experiences long-term and sustainable growth on American, European, or global stock markets.

What does the individual premium strategy entail?

We've brought to life a high-tech approach to investing, using cutting-edge methods of mathematical analysis and modelling. Our individual mathematical model considers complex interrelationships between various assets and risk factors, providing deep insight into optimizing your portfolio for optimal outcomes.

Our team of experts conducts in-depth fundamental analysis, based on assessing the financial indicators of issuer companies and macroeconomic processes, to predict future market trends and optimize your asset portfolio.

What advantages do you receive?

You gain access to our expert team, which develops an individual strategy for you, taking into account your goals, risk tolerance, and financial position. We not only provide you with an individual solution but also ensure ongoing analytical support and consultations, helping you make informed investment decisions.

How do we customize the strategy for you?

We develop an individual investment strategy tailored to your unique needs and circumstances, creating an optimal balance of expected returns and risks. Your strategy will be tailored to your investment profile and goals, providing you with confidence and stability in the investment process.

Trust us, and we'll turn your investment dream into reality, providing you with access to our creative and economic potential aimed at achieving your financial goals and ensuring stable growth of your capital in the long term!

What's included in the annual service program:

A. Development of an Individual Investment Strategy:

Analytical support for the selection of assets for the investor’s portfolio;
Analysis of fundamental data of assets selected for the portfolio;
Calculation of risk parameters and expected return (for each asset);
Calculation of risk parameters and expected return (for the entire portfolio);
Geographical diversification of the portfolio (by country/region);
Sectoral diversification of the portfolio (by economic sector);
Strategic portfolio diversification (by asset class);
Strategy for minimizing taxes on investment income;

B. Quarterly support of the investor’s portfolio:

Macroeconomic analytics by country/region (up to 2 countries/regions);
Regular macroeconomic assessment of the current situation (up to 2 countries/regions);
Quarterly analysis of fundamental asset data;
Individual portfolio consultations;

C. Recalculating of Portfolio parameters (if necessary):

Recalculation of risk parameters and expected return (for each asset);
Recalculation of risk parameters and expected return (for the entire portfolio);
Optimization of risk and expected return (by AI methods of IQ Smart Capital);
Review of the portfolio structure for subsequent rebalancing for the next year.;
Calculation of the tax liability base based on the performance of the portfolio;
Recalculation of additional parameters and portfolio metrics;
Calculation of portfolio investment performance metrics for the past year (Jensen's Alpha, Sharpe Ratio, Treynor Ratio).

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Dear clients, we provide you with exceptionally high-level individual service, individual expert advice, long-term comfortable support and confidentiality!

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