Portfolio Management

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Portfolio Managment

Portfolio Management

What exactly is Portfolio Management with Skanestas Investments? Let’s take an experienced team, add an advanced infrastructure, top it up with complete industry & objective understanding, and spice it up with a dedicated, every-client-tailored approach!

The simple fact is, we at Skanestas Investment are a traditional financial company. Our main principle is – we treat our customers in a way we would like to be treated, so it’s only natural that when providing our services we abide by principles of best execution, fairness and transparency.

Why Portfolio management?

Portfolio management is based on the profit-sharing model, where a scaled performance fee is charged on the profits, subject to a hurdle rate and a high watermark. The key advantages for our clients are the high watermark principle, absence of management fees and no interim commission charging – only when you see the result. *execution fees apply.

Our Strategies

We have tailored various strategies under portfolio management to suit the needs of our clients.

AVAILABLE STRATEGIES

	BALANCED STRATEGY	CAPITAL GROWTH STRATEGY	SPECULATIVE STRATEGY
SUITABLE FOR TYPE OF CLIENTS	RETAIL & PROFESSIONAL	PROFESSIONAL	PROFESSIONAL
PORTFOLIO STRUCTURE AND LIMITS	Availability
Shares, ETF's, Depositary Receipts	✓	✓	✓
Bonds, Money Markets Instruments	✓	✓	✓
Repo	✗	✓	✓
Exchange Traded Derivatives on FX, Indices, Commodities	✗	✓	✓
Other Exchange Traded Derivatives	✗	✓	✓
OTC Derivatives	✗	✓	✓
Currency Conversion	✓	✓	✓

The Portfolio Manager exercises full discretion in managing three strategies.
Additionally, he can vary the degree of leverage applied in each strategy as he deems fit, and as per the following limits:

– Speculative Strategy: PM can vary leverage from 1 to 10
– Capital Growth Strategy: PM can vary leverage from 1 to 5
– Balanced Strategy: No leverage used

Each investment strategy offers a wide spectrum of investment options with varying levels of risk and return expectations, always based on the results of the suitability assessment the client has taken. When a client wishes to open a Portfolio Management account with Skanestas, he will be required to fill out several forms, including the Client Questionnaire (essentially, a suitability test), Investment Declaration etc. to establish his risk profile. Any tailored portfolio requests from Clients are also considered.

Our Fees

Our company combines unique research with short-term momentum, mean reversion, trend following concepts with automatic order execution and risk procedures. Apart from well-known concepts we use volatility breakout, reversal, factor timing, and other uncorrelated signals under our trading approach. It’s therefore only natural we have our own set of fees.