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Investment process
By way of collaboration with Arrow Advisory, customers have at their disposal an independent advisor that safeguards their interests at a professional level. From the very first discussion our approach is set out on the basis of process stated above.
Financial situation: Drawing up a transparent overview of the entire assets, including a detailed analysis.
Risk profile: Drawing up or reviewing the risk profile.
Investment strategy: Assessing existing portfolios regarding their investment policy and strategy, comparing the obtained results with other investment strategies and costs. Specifying the investment strategy with consideration given to specific customer requirements, specifying the benchmark.
Strategy allocation: Portfolio strategy involves periodically rebalancing the portfolio in order to maintain a long-term goal for asset allocation.
Selection of instruments: Implementing the strategy/selecting the instruments/responsibilities.
Managing/Monitoring: Controlling and monitoring.
Reporting: Reporting in the form of a periodical overview of the entire assets.
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