Individual Mandates
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We manage individual mandates both through life insurances as well as in a pure banking environment.
As an asset manager, we do not hold client assets ourselves. Instead, the client opens a bank account at one of the custodians we work with, after which the client grants us a portfolio management mandate which allows us to manage the client portfolio.
We are being remunerated on a quarterly basis through a management fee and/or a performance fee.
We receive mandates from insurance companies to manage portfolios which are deposited at separate custodians such as Puilaetco Belgium, ING Luxemburg, and Saxobank Professionals (former BinckBank Professionals).
- We offer different investment profiles/ modelportfolios for fonds dédiés
- We only invest in liquid investments that fulfill the CAA rules and the UCITS rules
We offer different options:
At the core of our investment philosophy is the balance between performance and risk as we strive to realize a best-in-class management of our client portfolios.
We do not hold client assets. The client opens a bank account at one of the custodians we work with, after which the client grants us a portfolio management mandate.
Investment Objective:
Invest4Growth Asset Management offers a choice between 5 different risk profiles so that an optimal portfolio can be composed in line with the wishes and needs of your clients.
Choice of 5 Risk Profiles:
- Conservative:
- Gradual capital growth and at the same time limited risks under normal economic and market conditions.
- Return will fluctuate based on the prevailing market interest rate.
- Defensive:
- Increased capital growth while limiting downside risk.
- Portfolio volatility will remain low.
- Suitable for longer investment horizons.
- Balanced:
- Asset growth over the years.
- Invested capital can fluctuated and the volatility of the portfolio includes the risk of substantial losses.
- Suitable for a longer investment horizon of at least 3 years.
- Dynamic:
- Capital growth over time.
- Suitable for long-term investors who are willing to accept higher volatility and do not require an annual income.
(Longer investment period of at least 5 years)
- Dynamic Plus:
- High long-term performance and willingness to take significant risks.
- Growth portfolio without exposure to fixed income assets.
- Suitable for investors who are prepared to accept high volatility in exchange for long-term capital growth. (investment
horizon of at least 5 years)
Investment Strategies:
Each risk profile can be composed according to 4 options or a combination of the different options. All options are subject to quantitative and qualitative analysis and stress testing.
