CORPORATE is an investment portfolio created exclusively for companies wishing to manage their funds more efficiently, utilizing the expertise of HellasFin’s investment advisors and managers. The portfolio is managed through the company's investment account.
The company can choose,
- the investment strategy through HellasFin's standard portfolios: Model Investment Portfolios
- to create a tailor made strategy: Tailor Made Portfolio
- or begin to "build" investment capital through incremental placements.
The company can also choose to accept investment proposals for the management of its portfolio or entrust its management to HellasFin's specialized managers.
The custody of the investments is assigned to one of HellasFin's cooperating custodians. The company can choose a custodian, according to the possibilities he provides.
Information on all movements of the corporate portfolio is provided through electronic access by the respective account custodian. All transaction statements are issued within a day and sent to the company.