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What should be considered to have an optimal portfolio?
What should be considered to have an optimal portfolio?
What should be considered to have an optimal portfolio?
Working closely with an investment advisor one goes through a comprehensive process
designed to develop a customized investment portfolio. The financial advisor
analyzes the portfolio and understands the investor investment goals. Through
his recommendations, the portfolio can be adjusted and re-balanced to meet the
individual specific needs, as these may change from time to time. In today’s
complex market, asset management has become more challenging as the quantity
and selection of investment instruments have grown. Financial advisors nowadays
have a wide range of investment instruments to select from. These range from
cautious investments such as high quality bonds, to a more complex derivative
instruments, such as hedge funds and fund of funds. In aiming for an optimal
portfolio it is important to select the right asset mix, through a selection of
non-correlated investment instruments that will deliver the desired risk-return
characteristics.
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Bank of Valletta p.l.c. is a public limited company regulated by the MFSA and is licensed to carry out the business of banking and investment services in terms of the Banking Act (Cap. 371 of the Laws of Malta) and the Investment Services Act (Cap.370. of the Laws of Malta).