Discretionary management vs. funds: what's the difference?
A simple comparison for a better decision.
Discretionary portfolio management is a professional, goal-driven way to manage assets around each investor's circumstances and goals. The asset mix is set to match the risk appetite and investment horizon, and buying, selling and rebalancing decisions are made with a specialist approach that follows market conditions.
Professional analysts, active asset management, diversification and continuous risk monitoring give the investor one coherent, dedicated process for managing their money, without managing the portfolio day to day. These services are provided by licensed institutions under the applicable rules.
This article is for education only and is not investment or financing advice.
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