Portfolio Management

Portfolio management offered by DV Invest is the perfect product for investors who:

  • are willing to maximise their investment options and the return on investments
  • prefer management with risk consistent with their individual investment goals
  • seek professional management of their financial resources

Our investment approach

On the basis of face-to-face meeting with each client, we prepare Investment Profile® which will become an integral part to the contract between the client and DV Invest. The investment profile shall include such parameters as target return on investments, investments terms, risk tolerance, etc. Based on the Investment Profile® we will design client’s personal investment strategy and “strategic” portfolio.

Portfolio managers of DV Invest monitor the price fluctuations of clients’ assets and make appropriate changes in the portfolios when necessary, in order to maximise the return on clients’ investments. We inform clients regularly on the changes made with the relevant rationale and the expectations of portfolio development. 

What makes us different?

  • Individual approach – we aim at identifying and satisfying clients’ investment goals
  • Volume of the assets under management  - we are  part of the Group, which manages the biggest investment portfolios in Bulgaria
  • Access to a wide range of investment instruments - government securities, external debt, municipal debt, corporate bonds, stocks, forwards
  • Advanced methodology of investment management which minimizes the risk while keeping the potential of a high return