{"id":11107,"date":"2024-04-29T09:26:20","date_gmt":"2024-04-29T07:26:20","guid":{"rendered":"https:\/\/mangold.se\/en\/?page_id=11107"},"modified":"2026-06-08T16:08:48","modified_gmt":"2026-06-08T14:08:48","slug":"discretionary-portfolio-management","status":"publish","type":"page","link":"https:\/\/mangold.se\/en\/private-banking\/discretionary-portfolio-management\/","title":{"rendered":"Discretionary Portfolio Management"},"content":{"rendered":"\n\n
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Mangold Private Banking<\/p>\n\n\n\n

Discretionary Portfolio Management<\/h1>\n\n\n\n

Our Investmentpolicy is based on solid analysis and methodology with a client based approach.<\/p>\n\n\n\n

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Mangold Discretionary Portfolio Management Offering<\/h2>\n\n\n\n

Portfolio management is about managing and planning your financial assets with the aim of reducing risk and maximizing returns. Feel free to contact us today if you have questions about portfolio management or are curious about our different portfolios.<\/p>\n\n\n\n

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Latest Montly Report<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Equity Portfolios<\/h3>\n\n\n\n
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Our discretionary management offers portfolios with different asset classes and risk exposure.<\/p>\n\n\n\n

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Bond Portfolios<\/h3>\n\n\n\n
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Our discretionary management offers portfolios with different asset classes and risk exposure.<\/p>\n\n\n\n

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Fund Portfolios<\/h3>\n\n\n\n
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Our discretionary management offers portfolios with different asset classes and risk exposure.<\/p>\n\n\n\n

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Absolute Return Portfolios<\/h3>\n\n\n\n
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Our discretionary management offers portfolios with different asset classes and risk exposure.<\/p>\n\n\n\n

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Special Client Portfolios<\/h3>\n\n\n\n
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Our discretionary management offers portfolios with different asset classes and risk exposure.<\/p>\n\n\n\n

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Report archive<\/h3>\n\n\n\n
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Se v\u00e5ra tidigare rapporter inom portf\u00f6ljf\u00f6rvaltning.
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Help with portfolio management<\/h2>\n\n\n\n

Mangold\u00b4s portfolio management offers discretionary mandates instead of funds. It gives us good flexibility as management is not locked into a fund structure, but trading can take place in directly owned securities.<\/p>\n\n\n\n

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Active portfolio management according to your preferences<\/h2>\n\n\n\n

Our investment policy is based on a solid analysis and methodology that we build on a personal commitment to you as a customer. Together with your advisor, we find a suitable risk level and strategy for your savings. We take into account your personal preferences regarding goals, time frame and risk appetite, and your personal advisor keeps you informed about the development of your holdings. Proposals for changes in allocation and holdings are updated monthly to follow the current market situation. <\/p>\n\n\n\n

Based on a thorough process, we search for the best possible investment options taking into account prevailing market conditions. We optimize the management based on the customer’s desired risk profile and expected return. Our management has a global focus and always follows our current market view.<\/p>\n\n\n\n

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We offer the following portfolios in our management:<\/h2>\n\n\n\n
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Aktiv R\u00e4nta<\/a><\/h3>\n\n\n

Aktiv R\u00e4nta is our pure bond portfolio. It contains directly owned corporate bonds in various sectors and with different interest rate structures, mainly variable and attractive coupon rates with short maturities, issued by listed companies and other creditworthy issuers. The weight in each individual security is between 8 and 10 percent and the total number of issuers monitored is around 30, of which the individual portfolios are invested in to varying extents.<\/p>\n\n\n

Stiftelseportf\u00f6ljen<\/a><\/h3>\n\n\n

Stiftelseportf\u00f6ljen is primarily aimed at owners of less risk-averse capital such as foundations, or for pension provisions. The portfolio has, according to the normal distribution, one third of the holding in each of shares, hedge funds and fixed-income securities with the aim of creating stable returns at low risk.<\/p>\n\n\n

High Dividend Equity Portfolio<\/a><\/h3>\n\n\n

This portfolio has direct ownership in high-dividend listed large Nordic companies with strong balance sheets and well-known brands. It has around 20 stocks, where those with the best conditions are overweighted. In addition, smaller, but interesting companies can also be entered.<\/p>\n\n\n

The Fund Portfolio<\/a><\/h3>\n\n\n

Our fund portfolios have three different risk profiles \u2013 low, medium and high \u2013 and thus different composition of equity, hedge and bond funds. These portfolios are also adapted for small savers. They can be linked to a monthly savings or individual investments and can be held in a regular deposit, investment savings account, pension or endowment insurance.<\/p>\n\n\n

The Absolute Return Portfolio<\/a><\/h3>\n\n\n

The portfolio consists of underlying assets with the objective of delivering returns regardless of the market climate. The management mixes different types of return strategies to achieve a low correlation with the stock market and a high risk-adjusted return over time. As many of the investment strategies are not available in Sweden, some securities are in foreign currency and thus involve a certain currency risk.<\/p>\n\n\n

The Tactical Portfolio<\/a><\/h3>\n\n\n

This portfolio offers a good, stable and broad investment opportunity. The portfolio is a mix of shares to 40 percent (our high dividend portfolio) and absolute return assets to 60 percent (our portfolio Absolute Return). The portfolio offers exposure to shares, while the part with absolute return is a security during weaker stock market periods.<\/p>\n\n\n

Our Investment Process<\/h2>\n\n\n

Market analysis \u2013 step 1<\/h3>\n\n\n

Placement and allocation decisions are made actively and well-founded through a combination of external and internal analysis. The external analysis is sourced from leading investment banks and research houses. Together with our internal analysis, which is based on the competence and experience of our employees, we form a clear view of the various markets. We start from a geographical normal distribution which is adjusted based on the prevailing market situation and external analysis. The decisions regarding overweight and underweight are the first part of our management methodology.<\/p>\n\n\n

Placement Evaluation \u2013 Step 2 <\/h3>\n\n\n

The second step in the investment process consists of finding the best possible investment options in each market. In order to create added value and the best possible risk-adjusted return, we start from both quantitative and qualitative analysis. We retrieve data from various databases and use several evaluation tools. In addition, we meet and interview companies and others in the market to get a clearer picture.<\/p>\n\n\n

Risk adjustment \u2013 step 3 <\/h3>\n\n\n

As a final step in portfolio composition, we adjust and ensure the level of risk. As the market is in constant change, we continuously check that the risk corresponds to the level you feel comfortable with and which we have determined in advance. In order to generate as high a risk-adjusted return as possible, different asset classes are weighted in order to optimize the portfolio. Continuous adjustment is carried out according to how the asset class changes. <\/p>\n\n\n

Want to know more about portfolio management? Contact us for a dialogue. <\/p>\n\n\n

We provide you with safe and competitive portfolio management, carried out by competent managers with many years of experience.<\/p>\n\n<\/div>