Discretionary equity management mandates

Discretionary Portfolio Management Mandates are structured portfolios, formulated to achieve a targeted level of total return based on a specific level of risk and the specific investment profile.

The parameters essential to an invemstment profile include (a) the currency of reference, (b) the investment horizon, and (c) an appropriate mix between lower and higher risk asset classes. Together, the investment profile, based on historic evidence, has a targeted level of return and an expected level of dispersion. At Bank Jacob Safra, the expertise and experience of our relationship managers can assist you in making the appropriate choices based on your individual circumstances.

The cash and fixed-income portion of your portfolio will be managed using the common measures of risk and return including yield-to-maturity, modified duration and convexity. For equity Management Mandates, the fixed income portion of the portfolio focuses on Investment Grade issuers.

While the cash and fixed income portion of your portfolio provides a more predictable return profile, equities deliver the additional performance (and risk) characteristics to your portfolio. The magnitude of this expected additional performance is a reflection of the nature of the client and will correspond to the profile and investment objectives as described on the following pages: