Portfolio Management

At Has Portföy, we develop investment strategies tailored to the investor's goals, risk tolerance and restrictions, suitability tests, and market conditions within the framework of a portfolio management agreement signed with individual/institutional clients. We offer portfolio management services to qualified investors who have a certain amount of savings and want to invest them in the medium to long term, but lack the time to monitor market developments and interpret them. As part of this service, we work with Denizbank A.Ş. to manage your portfolio. Your accounts will be opened both with Denizbank A.Ş. and our company.

 

Determining an investor's risk preference is the most crucial step in the portfolio management process. A benchmark is created based on the determined risk preference. This benchmark is the primary criterion used to determine portfolio performance. The primary goal of portfolio management services is to provide investors with returns exceeding the benchmark.

 

You can focus on your business and social life without having to monitor the markets in real-time, as your portfolio will be evaluated periodically to determine if there have been any changes to your investment strategy, risk preferences, or benchmark. Performance evaluations will be conducted at the intervals specified in your portfolio management agreement.

 

Weekly, monthly and periodic reports containing all details regarding portfolio management accounts will be shared with our investors.