Periodic portfolio reviewIt is a header that affects the correct planning of the process in Investment Tools. Investment broker assessment; the target of the person should be made in the framework of the need of vadesi, liquidity, risk tolerance and total costs. The past performance does not guarantee future return; product documents and authorized institution information should be checked. Compare the portfolio with the initial goal, risk limit, vade, expense and changing cash needs; save changes on the ground and do not convert it to the frequent al-sat proposal.
Cost view ü
Calculate direct fees, bank/car/platform expenses, personnel time, delay probability and re-work cost in separate pens. Compare scenarios with the same scope, quantity, currency and vade assumption; do not show uncertain amounts as exact cost.
Control points
- Rate time horizon, cash need, total cost and risks together.
- Check the current state of the product information form, exporter and service provider.
- Openly write assumptions and ambiguities without guaranteeing a guarantee or a single tool proposal.
Sample application
For example, when a business has prepared a transaction titled “Dönemsel portfolio review”, the purpose of processing and evidence of the hand is lost. Then the related teams compare data, confirms missing information from the source and the approved version holds in the transaction file. When the procedure is completed, it compares and saves the difference and follow-up action.
Discussion question: When comparing, what do you notice from vade, liquidity, fee and risk information?
This sharing is for general information and professional discussion. Up-to-date legislation, contract and product/procession properties should also be evaluated.
Current source: SPK — Investor information booklets —