Individual Portfolio Management
Individual Portfolio Management refers to the management of portfolios consisting of financial assets on behalf of each client, as a proxy, to directly or indirectly provide benefit, within the scope of capital markets legislation. Under the individual portfolio management agreement, the aim is to manage portfolios by creating suitable investment strategies based on suitability tests, risk-return preferences, and market conditions.
A benchmark is established based on the determined risk preference. This benchmark serves as the main criterion for evaluating portfolio performance.
The goal of Individual Portfolio Management is to provide the investor with a return performance exceeding the return of the established benchmark.
Performance Period
Refers to the period during which the success of the Individual Portfolio Management service will be measured.
Portfolio Management Fee
Calculated daily based on the total portfolio size and collected either monthly or daily.
Performance Fee (Success Premium)
At the end of the performance period, a "performance fee" is charged based on the return generated above the benchmark return determined at the start of the portfolio management.
