Management of individual investment portfolios
An individual investment account is an actively managed portfolio of liquid financial instruments traded in the global markets. We establish a long-term investment framework based on key parameters such as risk tolerance, time horizon, return expectations, tax specifics, and other requirements and limitations of the client. Our objective is an asset allocation which over the long term would deliver the required returns with an optimal level of risk.
Funds worldwide through Clearstream
Expat Asset Management is the only managing company in Bulgaria which has access to the Vestima platform of Clearstream. With more than 125,000 investment funds from 37 jurisdictions, Vestima is the world’s largest cross-border fund processing platform providing a gateway to global funds solution – from mutual funds to exchange-traded funds (ETFs) and hedge funds.
Management of funds
Funds are suitable for investors who want to achieve better diversification with a relatively small investment, or want a diversified basket as part of their individual investment account in order to reduce risk and achieve exposure to a wide range of instruments at lower transaction costs and zero taxes. Expat Asset Management manages three mutual funds investing in the global markets, and a family of exchange-traded index funds tracking the performance of stock indices from the CEE region, and a fund investing in global artworks. Expat Capital is also the management company of a real estate investment trust listed on the Bulgarian Stock Exchange – Sofia.