Discretionary Portfolio Management

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1 Discretionary Portfolio Management

2 Customised Portfolio Solutions Handelsbanken provides discretionary asset management solutions to meet your needs. As a discretionary client, you will receive customised solutions that allow you the freedom from day-to-day decisions and concerns that managing investments entails. Handelsbanken has the investment expertise and resources that are essential to the long-term management of your capital. Discretionary management builds on trust Handelsbanken asset management is comprised of both discretionary and fund management. Discretionary asset management at Handelsbanken is aimed at providing you with the service and advice that you can trust. We have the knowledge, competence and resources necessary to design a portfolio solution to meet your individual needs. Our client advisors gather input from a team of specialists in order to meet your investment objectives, with the goal of being your strategic partner of choice. We have operations in the four Nordic countries as well as Luxembourg, Switzerland, France, Spain and the UK. Delagate your investment decisions Discretionary asset management is a service designed for clients with the need for qualified asset management and who wish to hand over the active management of their portfolio to us. We provide a complete, professional management service to institutions, foundations, companies, municipalities and private individuals. 2

3 Entrust your investment decisions to us

4 Fundamentals to our approach In a discretionary mandate you will sign, together with Handelsbanken Asset Management, an agreement stating the guidelines for the management of your investment portfolio. Needs analysis Key to the management of your portfolio We put emphasis on getting to know our clients and their distinct financial needs and preferences in order to construct an optimal portfolio. Every new client relationship begins with a needs analysis, in which risk profile, required return and investment horizons Portfolio management Management with precision We apply an investment strategy to the management of your portfolio based on the outcome of the needs analysis. Within this framework, we offer optimal management solutions for your capital through the monitoring and analysis of markets while maintaining solid risk control. are discussed. Our mission is to provide clients with flexible and innovative portfolio solutions. Strategic portfolio Suggested investment strategy We offer a broad range of products, knowledge and expertise in order to create solutions that add value. Based on the needs analysis, we suggest an investment Follow-up and feedback A continuous dialogue An ongoing dialog between you and a client advisor is essential to ensure that the management solution is always aligned to meet your goals. We continually monitor the investment strategy in order to meet any changes that may occur in your needs and objectives. strategy to help you achieve your goals. Investment guidelines for the daily management of your portfolio are then put in place. In addition, we offer: Monthly portfolio updates Current market information Client events and seminars Excellent personal service and accountability 4

5 Needs analysis Follow-up and feedback Client advisor Client Strategic portfolio Portfolio management

6 Optimise your investments through different financial solutions We create value by constructing customised management solutions. Regardless of your risk profile and required return we are able to identify an optimal portfolio through a combination of different financial solutions. Equity management Active, passive and structured investments Within equity management we offer both active and passive asset management solutions, both globally and domestic, as well as structured investments. Handelsbanken is the largest and most experienced index manager in the Nordic region. Index management is a fast growing segment given the lower associated costs and stable returns. Within active equity management we analyse a broad range of companies and sectors in order to identify those that offer optimal Alternative investments Diversifying risk The largest holdings in investment portfolios are usually equities and bonds. In some cases, the portfolio only consists of these two asset classes. Other investment grade assets are often categorised as Alternative investments, e.g. real estate, private equity, hedge funds, commodities and infrastructure. The purpose of investing in these types of assets is to diversify risk or increase returns. Handelsbanken Asset Management offers advisory services and products within this segment. risk-adjusted return to your portfolio. Structured equity management can be in the form of equity portfolios with downside protection. Global asset allocation Our approach Within global asset allocation we are able to construct Fixed income management Active, passive or absolute return Within fixed income management we offer a broad range of interesting investment alternatives. We actively strive to generate solid, long-term returns while maintaining a consistent approach to risk control. A few examples of fixed income portfolios are traditional fixed income, absolute return, liquidity management and a strategic portfolio based on your objectives. The strategic portfolio is comprised of tactical allocation between equities and fixed income as well as between regions, themes and currencies. Our global macro view forms the basis of our choices for allocation within these areas. The most important decision in an allocation portfolio is to define whether equities should be over- or underweight versus other asset categories. liability matching strategies. 6

7 Broad range of portfolio solutions Through a combination of different management solutions, we are able to construct a portfolio to meet your required return while considering your risk profile. Nominal yield Index-linked bond Credit risk Absolute return Fixed income management Active: large cap, small cap Passive/Index Enhanced ETF/XACT: fundamental Quality concept Core/satellite Structured products Equity management Investment portfolio Overlays ALM-studies Tactical allocation Hedge funds Private equity Infrastructure Real estate Commodities 7

8 Photographer: Nina Tallec Currently the Nordic region s most appreciated asset manager Handelsbanken Asset Management is an independent business area within the Handelsbanken Group providing customised services for institutional and discretionary clients. A full range of portfolio solutions are available to meet your needs within, but not limited to: Fixed income/liquidity management Swedish, Nordic, European and International equities Index Management (ETFs, enhanced and traditional index products) Alternative Investments (e.g. hedge funds and structured products) Since being founded in 1871, Handelsbanken has grown to become one of the largest universal banks in the Nordic region. With its headquarters in Stockholm, Handelsbanken has operations throughout the Nordic region, the UK as well as 20 other countries, making it the most international Nordic bank. Handelsbanken is a full-service bank with a reputation for excellence in e.g. asset management, traditional corporate banking, investment banking and trading as well as private banking services. The bank employs 10,000 people globally while still maintaining a local, personal touch to ensure customer satisfaction, a trademark we are proud of! For more information: Please visit our website