Discretionary Asset Management Services

İnstitutional investors by actively managing their portfolios in domestic and international capital market instruments compatible with investors risk and return preferences.

Professional Management

Consistent growth at the portfolios by using alternative investment products suitable for Investor’s Risk Profile

Customized Investment Strategy

Effective portfolio management through analyzing the capital markets with correct timing and setting expectations regarding domestic and global capital market developments.

4 Steps to Portfolio Management Service

Within the scope of the Private Asset Management service, based on the asset management agreement signed with investors, the risk profile of the investor is determined through the ‘Risk Profile Questionnaire’ and a benchmark specific to the investor is assigned in accordance with the relevant risk group. Portfolios are managed by our expert managers with a strategic investment perspective. Thus, it is aimed to create a diversified portfolio and a sustainable investment strategy around the principle of providing the best return that is compatible with the investor’s risk profile.

Portfolio Management Agreement is signed

Investor’s Risk Profile is determined with ‘Risk Profile Questionnaire’

Investor-specific Benchmark of the portfolio is determined

Investor customized portfolio is created

Advantages of portfolio management services

A portfolio structure in line with investor needs.

Performance reporting for the investors in regular base

Regularly monitoring performance and risk level of portfolio and benchmark

Regular meetings with investors to discuss market outlook joined by our Research Department

Active portfolio management by closely monitoring market developments

Two different types of portfolio management services can be provided by creating investment strategies in line with investors' risk and return expectations.

Asset Based Portfolio Management

All securities traded in the market can be traded in accordance with the investor's risk profile.

Portfolio Management Based on Mutual Funds

Active asset management services are provided through portfolios designed in accordance with market conditions using İş Asset Management's diverse range of funds to address all investment needs.

Portfolio Management Fees and Commissions: Portfolio management fee is charged at a fixed rate and a performance fee determined in the Portfolio Management Agreement.

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