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Yapı Kredi Asset Management Annual Report 2012
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B. Portfolio Advisory
The Portfolio Advisory Unit provides consultancy services to domestic and
international institutions and individual clients in determining investment
strategies for their portfolios. The main objective of the Unit is to provide
customized asset allocation based on the risk profile and requirements of
the client. By creating investment ideas focused on customer satisfaction,
advisory services are provided to the client with priority given toward
achieving targeted risk-adjusted returns along with targeted volume
and profitability. The primary objective of this strategic service is to
reach institutional and individual investors who are in need of tailored
investment strategy solutions developed by professional asset managers
on their view and expectations.
Proactive and Efficient Asset Allocation
The Unit is responsible for continuously monitoring client portfolios and
offering advice according to client asset allocations and risk preferences.
During the asset allocation process, efficient frontier Turkish investment
instruments, which are able to give the best return on a given level of
risk, are used in addition to a variety of selected instruments. Portfolio
diversification is efficiently exercised in accordance with the client’s risk
profile in order to reduce the risk exposure.
The Portfolio Advisory Unit differentiates itself from the competition with
its highly skilled, well-educated team of professionals with a minimum
of ten years of experience and an MBA degree. Qualified teamwork and
a wide range of experience in different asset classes back up the strong
position of the Unit.
Unique Risk Standards
Since financial goals and needs of the investors may vary, the Portfolio
Advisory Unit puts the utmost emphasis on knowing the risk parameters
and return expectations of the client. Consequently, the Unit classifies its
client base according to their risk perception and asset class preferences.
In order to determine the clients’ risk preferences, questionnaires and
personal meetings are conducted. The Unit has its own risk standards for
each risk/asset class group. Utilizing these standards, the Portfolio Advisory
Committee monitors and supervises the portfolios within the asset/risk
group on a weekly basis.
Portfolio Advisory Unit in 2012
In 2012, the Portfolio Advisory Unit was successful in enhancing asset
size under management as well as improving service quality. In 2012, the
Portfolio Advisory Unit significantly increased the volume of assets under
management as well as the number of the client.
Key Performance Indicators
2012
2011
2010
Number of Clients
38
28
15
Assets under Management (TL mn)
612
496
257
Products and Services
Portfolio Advisory
Elif ALTUĞ, PhD, CFA
Head of Portfolio Advisory