|
SERVICES
ASSET MANAGEMENT
OUR INVESTMENT PHILOSOPHY
The purpose of the Asset Management department is to offer high quality investment products and services. The high quality of services is guaranteed by the strict following of the Asset Management rules, our thorough study of the strategy followed on all investment decisions, high level of transparency and most importantly the experienced personnel of the Investment Bank of Greece.
INVESTMENT PRODUCTS
The products of the Asset Management department cover a wide range of Investment possibilities intended to satisfy even the most demanding customer. There are three basic strategies of Investment portfolios, depending on the investors’ profile, and also on the risk/expected return level.
The three basic investment strategies are the following:
Ôhe portfolios that implement the above strategies are the following:
All the Asset Management Portfolios are linked to internationally recognized benchmarks, with specific and clear goals regarding the expected return and the undertaken investment risk.
We also have the capability to create tailor made investment portfolios, upon specific investors’ request.
1. European Fixed Income
ÔThe specific product can invest in:
|
|
Investment Grade Bonds up to 90%.
Blue Chip Stokcs with high dividend yield up to 10%.
Money Market Instruments up to 50%.
Derivative products with underlying assets government bonds (bund, bobl êáé schatz) up 20%, on nominal value terms.
|
The related benchmark is the Bloomberg / Effas, Euro Liquid Government 1-3 years.
Minimum Portfolio Size €300,000.
2. European Balanced Portfolio
Ôhe specific product can invest in:
|
|
Investment Grade Bonds up to 65%.
Blue Chip Stokcs with high dividend yield up to 65%.
Money Market Instruments up to 35%..
Derivative products with underlying asset on government bonds (bund, bobl êáé schatz) and Stock Exchange Indices up to 20%, on nominal value terms.
|
The related Benchmark is 50% the Bloomberg / Effas, Euro Liquid Government 1-3 years and 50% the DJ Eurostoxx 50.
Minimum Portfolio Size €200,000.
3. Greek Blue Chips
The specific product can invest in:
|
|
Greek stocks up to 90%..
European stocks up to 35%.
Investment Grade Bonds up to 35%.
Money Market Instruments up to 35%.
Derivative products with underlying assets on Stock Exchange Indices or Stocks up to 20%, on nominal value terms.
|
Minimum Portfolio Size €50,000.
4. International Blue Chips
The specific product can invest in:
|
|
International Large Caps up to 90%.
Greek Large Caps up to 35%.
Investment Grade Bonds up to 35%.
Money Market Instruments up to 35%.
Derivative Products with underlying Assets in Stock Exchange Indices or Stocks up to 20%, on nominal value.
|
The related Benchmark is 50% the DJ Stoxx 600 and 50% the S&P 500.
Minimum Portfolio Size €50,000.
For any further information:
E mail: assetmanagementdesk@ibg.gr
|
Tel.:
|
+30 210 3279225
|
|
Fax:
|
+30 210 8173343
|
Postal Address
Asset Management Desk
INVESTMENT BANK OF GREECE
24B Kifissias Avenue
15125 Maroussi
ATHENS GREECE
|