Discretionary Portfolio Management
Discretionary management means that Simplicity takes responsibility for managing all or part of the client’s capital within agreed-upon parameters. Once the investment approach for the portfolio mandate is determined, the management team oversees the portfolio and monitors the capital markets to act swiftly on market changes.
The discretionary portfolios are constructed by our experienced management team, which employs an active asset allocation within broad guidelines and has the flexibility to use all asset classes and instruments, including Swedish and international equities and equity funds, fixed income funds, hedge funds, and private equity funds.
Investment Advisory Services
Advisory investment management means that Simplicity undertakes to provide advice regarding the management of all or part of the client’s capital within agreed-upon parameters.
The advisory portfolios are constructed by our experienced management team in collaboration with the client. A review of the tactical allocation across different asset classes is conducted continuously for each portfolio in dialogue with the client. Based on market conditions and risk analysis, reallocations are carried out following a systematic investment process.
Depending on your preference, detailed reporting is provided monthly or quarterly, showing the portfolio holdings and performance.
You are welcome to contact us for more information about our Portfolio Management service.
Fabian Dahl
fabian@simplicity.se
Richard Andborn
richard@simplicity.se
Anders Silkisberg
anders@simplicity.se
Jacob Ingemarson
jacob@simplicity.se
Fredrik Saxborn
fredrik@simplicity.se