The portfolios do not comprise fixed solutions. They are a base to compose a strategy, which would suit the needs of our Clients best. It is possible to narrow the scope of instruments among which we perform the portfolio selection.
The portfolio structure and the investment strategy is always adjusted to:
Moreover, a Client actively takes part in:
Our Clients receive full information concerning their securities portfolio while entrusting us with their funds. What is more, the Clients may at any point in time obtain data related to the current value of their portfolio. Once a month, we provide a comprehensive report on any transactions concluded within the particular month along with the analytical composition of the portfolio. When accepting the funds under management we guarantee that any data concerning the turnover on our Clients’ accounts are confidential.
The asset management services are rendered based on a management agreement and the binding “Rules of rendering securities portfolio management services by Legg Mason Towarzystwo Funduszy Inwestycyjnych SA.” The management agreement specifies the following elements:
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