Investment Advisory by Is Asset Management

Is Asset Management's investment advisory services offer its clients custom designed investment strategies and proprietary reporting services.

In the first phase of the investment advisory services we define the investment strategy for our clients according to their risk-return profile. After this phase, the company supports its clients in decision making processes pertaining to the management of their own portfolios through specially designed solutions, creates tailor made reports and establishes model portfolios specific to the clients, while leaving the initiative on asset management to clients in the light of such information.

The Company prepares the following summary reports as part of its investment advisory services:

Strategy Report: Contains information on the model portfolio set up within the framework of investment preferences and constraints as defined by the client, as well as information regarding the performance of the model portfolio according to the benchmark as tailored to the client's risk-return preferences.

Last Minute Report: Presents potential portfolio changes in light of last-minute developments, expectations and new data in the markets.

Macro Economic Report: Contains macro-economic developments, financial indicators and our research team's projections.

Equities Report: Companies selected among investable stocks are analyzed and thus, investment advice is provided in respect to these companies.

The essential difference between investment advisory services and portfolio management services is that in investment advisory services, customers manage their own portfolios with the light of all information that we provide for them.