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1.3

INVESTMENT COMMITTEE

THE MAIN COLLECTIVE BODY OVERSEEING WEALTH MANAGEMENT ADMINISTRATION

The Crete branch executives
1.3.1
INVESTMENT COMMITTEE

THE STRUCTURE OF THE COMMITTEE

The Investment Committee is the main collective body overseeing Wealth Management Administration. The Investment Committee researches, evaluates and shapes the investment policy and sets out the direction and framework, within which the administration of the company operates. The Investment Consultants and Administrators actively participate, within their own domain of specialty.

1.3.2
THE ROLE OF THE INVESTMENT COMMITTEE

THEIR DUTIES

  • Research and market monitoring
  • Creation of Investment Profiles
  • Alignment of Investment Strategy according to Investment Profile
  • Asset Allocation
  • Selection process for financial instruments (i. Idea ii. Research iii. Evaluation iv. Decision)
  • Definition of appropriate financial instruments for each Investor Profile
  • Regular evaluation of financial instrument suitability
  • Creation and monitoring of model Portfolios
  • Processing and provision of information and material by the Research Committee to Administrators and Investment Consultants.
1.3.3
DEFINITION OF TARGET MARKETS

MATCHING CLIENTS WITH SUITABLE PRODUCTS

The Investment Committee selects the financial instruments and products (Mutual Funds, ETFs, Bonds, Shares) and assesses the target market to invest in.

The ranking criteria for the financial instruments chosen by the Investment Committee are the following:

  • The category of the Investor
  • The knowledge and experience of the Investor
  • The purpose of the investment (e.g. Income, Capital Growth)
  • The investment horizon of the product
  • The reference currency of the Investor
  • The risk categorization of the product (Volatility)
  • The credit assessment and maturity, for individual bonds
  • The MSCI categorization (Developed/Emerging/Frontier) for bonds and shares
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