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ABN AMRO

Developed with and for entrepreneurs

Enterprise & Entrepreneur Mandate

Enterprise & Entrepreneur Mandate

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  • Diversification
  • Active management 
  • Open architecture

A portfolio exclusively intended for companies and consisting of a limited number of specific investment funds.

Mandate characteristics:

The Enterprise & Entrepreneur (E&E) Mandate invests in a limited number of investment funds, with the aim of investing in financial instruments with a low corporate tax impact. In addition, good management, adhering to the strategy and respecting the investment profile remain the most important criteria for investments within the E&E mandate at all times.

What the mandate comprises

The portfolios are built up in accordance with the principle of open architecture, where the Portfolio Manager has access to a global range of investment funds.

Equity

The equity component consists of several DBI-RDT funds in which we will invest depending on our regional preference. The management of the underlying funds is done by external managers.

Bonds

The bond component is approached through two categories, namely High Quality and High Return. For both categories, the Portfolio Manager prefers to use bond funds. The weight in each category depends on the bank's investment strategy.

Cash

The Portfolio Manager may also opt to hold part of the portfolio in cash.

ABN AMRO

Your Portfolio Manager

Your assets are managed by a team of Portfolio Managers. They constantly monitor macroeconomic developments and market conditions and adjust portfolios as necessary. If you have a question about the markets or would like to know how your investments are doing, your Portfolio Manager will be happy to make time for you. That way, you don't have to deal with your investments on a daily basis, but are always well-informed and in control.

More information and conditions

What is the investment approach?

The portfolios are actively managed according to the market conditions and in line with your risk profile. 
 
Our Portfolio Managers ensure the optimal allocation of your portfolio. They construct the portfolios based on the investment strategy defined by the Global Investment Committee. This strategy defines the preference for asset classes, regions, sectors and themes.
Risks

You should only invest with money that you have over, in addition to your buffer for unforeseen expenses. Investing can be interesting, but it also involves risks. You can lose (part of) your investment. It is good to be aware of this. Only invest in investment products that you understand. 

With Discretionary Portfolio Management, you do not make any investment choices yourself. Nevertheless, it is important that you are aware of the risks of investing. 

If you start with Discretionary Portfolio Management, it is important to first determine your risk profile. You leave the buying and selling to our experts, who will act within your risk profile.

Risk profiles

ABN AMRO uses six risk profiles for Discretionary Portfolio Management: from low risk (very defensive) to very high risk (very aggressive). Each risk profile has its own recommended allocation for the assets invested across shares, bonds, alternative investments and cash. 

Once you and your Private Banker have determined your risk profile, we can put together an appropriate investment portfolio. You will see immediately what this can mean for the return on your investments.

Read the brochure ' A closer look at your investor profile '.

Sustainability profiles

ABN AMRO uses five sustainability profiles for Discretionary Portfolio Management and Advisory: from ‘Basic’ (minimum sustainability criteria ) to ‘Taxonomy-aligned’ (maximum sustainability criteria). 

Each sustainability profile has its own way of implementing the sustainability criteria. Once you and your Private Banker have determined your sustainability preferences, we can match your sustainability profile with an appropriate asset strategy. 

Read more about it in the brochure 'Your sustainability profile' .

Insight to the invested capital

Various information sources provide you with information about your investment portfolio. In this way, we inform you about the composition of your portfolio, the return and our investment policy. In addition, your Portfolio Manager will review your portfolio with you once a year. 

  • Portfolio overview
    Your portfolio overview provides insight into the composition of your portfolio every quarter. You can also see the transactions during that quarter, the allocation among the various asset classes and the return. 
  • Online portfolio overview
    The secure environment of Digital Banking gives insight into your investment portfolio 24 hours a day, 7 days a week. 
  • Digital newsletter  
    You will receive a digital newsletter with an explanation of the investment choices on a quarterly basis. 
  • Investment information
    Depending on the market developments, you will receive updates on important events.
Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation, you can find below an overview with more information on the investment strategy and how your sustainable mandate is handling the sustainability risks. You will also find information about the composition of the portfolio in terms of the sustainable and social aspects or the social objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.
Product level related sustainability information - E&E Mandate
Fees

An all-in fee is charged for Discretionary Portfolio Management. 

These are costs relating to: 

  • managing your investment portfolio;
  • administration of your investment portfolio;
  • the investment information you receive; and
  • the transactions. 
Contact one of our Private Bankers to receive a personal quotation.
Make an obligation-free appointment
Deposits and withdrawals

Discretionary Portfolio Management allows you to manage your assets over the long term. You can make deposits or withdrawals at no extra cost, but the minimum investment for the mandate must always be maintained. Deposits and withdrawals may have an effect on achieving your investment goals. Ask your Portfolio Manager for advice.
Stopping

You can discontinue our Discretionary Portfolio Management at any time, free of charge, simply by writing to us.

More information and conditions

What is the investment approach?
Risks
Risk profiles
Sustainability profiles
Insight to the invested capital
Sustainable Financial Disclosure
Fees
Deposits and withdrawals
Stopping

What is the investment approach?

The portfolios are actively managed according to the market conditions and in line with your risk profile. 
 
Our Portfolio Managers ensure the optimal allocation of your portfolio. They construct the portfolios based on the investment strategy defined by the Global Investment Committee. This strategy defines the preference for asset classes, regions, sectors and themes.

Risks

You should only invest with money that you have over, in addition to your buffer for unforeseen expenses. Investing can be interesting, but it also involves risks. You can lose (part of) your investment. It is good to be aware of this. Only invest in investment products that you understand. 

With Discretionary Portfolio Management, you do not make any investment choices yourself. Nevertheless, it is important that you are aware of the risks of investing. 

If you start with Discretionary Portfolio Management, it is important to first determine your risk profile. You leave the buying and selling to our experts, who will act within your risk profile.

Risk profiles

ABN AMRO uses six risk profiles for Discretionary Portfolio Management: from low risk (very defensive) to very high risk (very aggressive). Each risk profile has its own recommended allocation for the assets invested across shares, bonds, alternative investments and cash. 

Once you and your Private Banker have determined your risk profile, we can put together an appropriate investment portfolio. You will see immediately what this can mean for the return on your investments.

Read the brochure ' A closer look at your investor profile '.

Sustainability profiles

ABN AMRO uses five sustainability profiles for Discretionary Portfolio Management and Advisory: from ‘Basic’ (minimum sustainability criteria ) to ‘Taxonomy-aligned’ (maximum sustainability criteria). 

Each sustainability profile has its own way of implementing the sustainability criteria. Once you and your Private Banker have determined your sustainability preferences, we can match your sustainability profile with an appropriate asset strategy. 

Read more about it in the brochure 'Your sustainability profile' .

Insight to the invested capital

Various information sources provide you with information about your investment portfolio. In this way, we inform you about the composition of your portfolio, the return and our investment policy. In addition, your Portfolio Manager will review your portfolio with you once a year. 

  • Portfolio overview
    Your portfolio overview provides insight into the composition of your portfolio every quarter. You can also see the transactions during that quarter, the allocation among the various asset classes and the return. 
  • Online portfolio overview
    The secure environment of Digital Banking gives insight into your investment portfolio 24 hours a day, 7 days a week. 
  • Digital newsletter  
    You will receive a digital newsletter with an explanation of the investment choices on a quarterly basis. 
  • Investment information
    Depending on the market developments, you will receive updates on important events.

Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation, you can find below an overview with more information on the investment strategy and how your sustainable mandate is handling the sustainability risks. You will also find information about the composition of the portfolio in terms of the sustainable and social aspects or the social objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.
Product level related sustainability information - E&E Mandate

Fees

An all-in fee is charged for Discretionary Portfolio Management. 

These are costs relating to: 

  • managing your investment portfolio;
  • administration of your investment portfolio;
  • the investment information you receive; and
  • the transactions. 
Contact one of our Private Bankers to receive a personal quotation.
Make an obligation-free appointment

Deposits and withdrawals

Discretionary Portfolio Management allows you to manage your assets over the long term. You can make deposits or withdrawals at no extra cost, but the minimum investment for the mandate must always be maintained. Deposits and withdrawals may have an effect on achieving your investment goals. Ask your Portfolio Manager for advice.

Stopping

You can discontinue our Discretionary Portfolio Management at any time, free of charge, simply by writing to us.