WHY MOJA DELNICA
Paid for success
Before you make the decision which manager to choose it is important for you to know all the costs by asset management. We do not charge a management fee like other managers do because no matter what the achieved returns, those costs constantly reduce the value of the portfolio and thus also returns. We also do not charge entry and exit fees. With the client we split only an actually achieved profit, therefore we are awarded only when we achieve the financial success for our clients. That kind of solution is the best and fairest for the clients.
Long-term experiences
The important part of our success is based on tradition. The system of asset management which started to develop in the early nineties of the 20th century has been constantly developing and improving. that is how we follow the superior global guidelines at asset management. Moja delnica BPH d.d. is the first brokerage house in Slovenia specialised for the active asset management. We are among the first Slovenian managers who started to invest globally. All of these facts warrant our long-term of achieving superior results and we are worthy of your trust.
Performance
In Moja delnica BPH d.d. we are obligated to the excellence also in the field of measurement and informing clients about our work. That is why we adjusted our business to international standards of informing and reporting to our clients (GIPS). GIPS assume that in the judgment of a manager's effectiveness it is necessary to take into the consideration the profit he makes and the risk, by which he reaches the profit. As the benchmark we use the MSCI The World Index.
Superior strategy
Opportunities in the global financial markets claim for fancy investment solutions. Our goal is to exceed the benchmark and to create the high returns by managing the risk. We strive to limit the potential loss of value of clients' portfolios which we achieve with dispersion, thorough analysis and constantly evaluating the ratio between risk and return. Our superior strategy for achieving the established objectives consists of prudent selection of financial instruments, adjustment to the situation on the market, active trading, managing the risk, global and branch dispersion, constant development, improvement of the system of asset management and consistency.
Customer care
We always care for our clients. Before accessing to asset management at Moja delnica BPH d.d. we objectively represent to you all aspects of asset management, current market situation and comparison with other financial products. We also help you to compose your investment plan. When you want to access to asset management by Moja delnica BPH d.d. we are available for you almost anywhere and anytime. When you become our client, you are automatically kept informed about movement of your portfolio, you get advice of investments and tax optimisation.
Comprehensive tax system
Before making any investment decisions, it is necessary to have a good knowledge of tax legislation. Because of its magnitude and constant changes it is very hard for an individual to know everything all the time. Our experts constantly monitor the changes of the tax legislation and you are kept familiarised with all necessary obligations to Tax Administration. We prepare for you the Tax return, if necessary we arrange all possible ambiguities with Tax Administration. We also advice on tax matters. All these activities we can do because we know the tax position of your portfolio at any time. Indeed, each portfolio is managed individually and according to our investment policy, which allows the tax optimisation of your investment.
Condition constancy
For the investor it is important that conditions of access and costing do not change. That means that every client accedes to the asset management by Moja delnica BPH d.d. and is treated the same regarding the commission charging and profit sharing and also regarding minimal amount to manage. No client has been rewarded or has had a loss because of the date of the access.
By pleading the consistency of our work and maintaining high standards at work with our clients we have gained the reputation of confidence and respectable brokerage house.
