Important Notes - Assets Brokers

Important points about the investment concept

• Investments should be medium to long term, especially those weighted towards stock.
  

• Information/data regarding your portfolio is available at any time
  

• A broad base (reduces risk and increases opportunities)
  

• Global investments using the latest portfolio theories
  

• Assets can be redeployed at any time (depends on asset class)
  

• It is possible to switch between concepts
  

• Independent choice of the instruments best-suited to the investment strategy (investment funds, structured products etc)
  

• The individual asset management have a strategic component (bonds, funds, index certificates etc) and a tactical element (individual shares), whereby the strategic component (long-term considerations) is intended to provide the stabling influence and any redeployment in this section should only be carried out if there are any major changes to the overall situation. The tactical section is intended to provide increased gains from short and medium-term recommendations.