Do you want to exclude certain investments, use a different benchmark or set specific requirements for the quality of bonds? With a Special Mandate, we can set up clear agreements that can deviate from our standard portfolios.
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.
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 '.
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 the part 'Your sustainability profile' on page 29 of the brochure ' A closer look at your investor profile '.
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.
Following the European Sustainable Finance Disclosure Regulation, you can find more information on sustainability in the financial sector within the documents below.
The Special Mandate offers a tailor-made investment portfolio. The environmental and social characteristics or the environmental and social objective of your investment portfolio depends on your sustainability preferences. Below you can find an overview with more information on the investment strategy and how your Special Mandate Mandate is handling the sustainability risks in line with your sustainability preferences. Finally, insight is also given into the methodology used as well as the data used for the information disclosures.
An all-in fee is charged for Discretionary Portfolio Management.
These are costs relating to:
You can discontinue our Discretionary Portfolio Management at any time, free of charge, simply by writing to us.
