Text size:
A
A
A
Asset Management
IDMSA Brokerage House has provided asset management services to its customers since 2004. Owing to its wide range of investment strategies, flexibility, transparency and excellent financial performance, the number of IDMSA Brokerage House Asset Management Department customers has grown every year along with the amount of assets under management. Since August 2006, IDMSA BH has also managed the assets of IDEA TFI – the mutual fund management company that achieved the highest rates of return in the Polish market in 2009.
• FLEXIBLE APPROACH TO CUSTOMERS
Within the framework of our securities portfolio management services, we offer our customers various strategies depending on their risk appetite and investment horizon.
• INVESTMENT SECURITY
The assets under management are deposited in separate banking and brokerage accounts, and the managers are authorised to submit orders for the purchase and sale of equities, bonds and other financial instruments.
• FULL SCOPE OF INFORMATION
Each quarter, the IDMSA Brokerage House submits to each customer a Periodic Report including lists of transactions conducted during the quarter in question.
• EXPERIENCE AND PERFORMANCE
Our asset managers are renowned capital market experts with long-standing experience. Their professionalism and perfect market timing are reflected by the fact that IDMSA BH Asset Management has remained the leader in Poland in terms of rates of return on individual portfolios.
Investment Strategies
Contact:
Asset Management DM IDMSA
ul. Złota 59, 17th floor,
00-120 Warszawa
tel. +48 (22) 489 98 18 or +48 (22) 489 98 21
Investment Strategies
Contact:
Asset Management DM IDMSA
ul. Złota 59, 17th floor,
00-120 Warszawa
tel. +48 (22) 489 98 18 or +48 (22) 489 98 21
