Having defined and agreed on the level of risk, the goal is to construct a portfolio which delivers good returns in upward swings and limited losses in downturns.
Valbay offers portfolio alternatives with various levels of risk. The components consist of a fixed income section, an equity section and Global Core Allocation.
Our independence means that we can choose freely and objectively between Nordic and global stocks, derivatives and fund managers.
The asset categories are actively managed in order to reflect the agreed risk profiles of each individual customer The risk profiles corresponds to the customer’s expected risks and returns, in both upswings and downturns.
The equity, fixed income and allocation portfolios are then combined in specific risk portfolios.
