Discreationary Portfolio Management
Tacirler Portföy Experience
Tacirler Asset Management provides discreationary portfolio management services to its corporate and individual qualified investors through its management staff having over 20 years of market experience.
For the investors desiring to receive discreationary portfolio management (DPM) services at Tacirler Asset Management and fulfill the "Qualified Investor*" conditions defined by the CMB; first of all, the model that best suits your risk profile is selected, the contract is signed and a custody account is opened in your name at Türkiye İş Bankası A.Ş. Your assets transferred to this account will be evaluated by a professional team in accordance with the DPM framework agreement and the communiqué and legislation of the CMB, and you will be informed about your portfolio through continuous reporting.
Discreationary Portfolio Management Process
Discreationary Portfolio Management Process
Model and Strategy Selection
- Explaining the models, comparison criteria and portfolio structure to the investor and determining the model that best suits the risk profile.
Signing the Contract and Opening an Account in Your Name at the Depositary Institution
- Obtaining portfolio management authorization from the investor upon signing the contract and filling in the forms and sending a copy of the contract to the investor.
- Opening an account in the name of the client at the Depositary Institution
Commencement of the Portfolio Management Service
- Transfer of the assets of the Investor to the Custody Account
- Opening the accounts in banks and intermediary institutions and starting the active portfolio management
Continuous Communication and General Assessment
- Due Diligence and model change according to the investor demand and market conditions
- Periodic information about portfolio performance
- End-of-period performance and management fee collection
Our Discreationary Portfolio Management Models
Our Discreationary Portfolio Management Models
Provide investors with a return above the benchmark criteria of the model by managing the portfolios of the investors having low risk perception and generally preferring to invest their assets in the form of monthly TRY deposits within the specified limits.
Deposit Model
Deposit Model
Model Purpose
Provide investors with a return above the benchmark criteria of the model by managing the portfolios of the investors having low risk perception and generally preferring to invest their assets in the form of monthly TRY deposits within the specified limits.
Model’s Strategy
In addition to deposits, it aims to maximize the returns of its investors by managing their portfolios on the best effort basis and using the instruments such as public and private sector bonds and bills, foreign currencies, stocks, commodities, mutual funds, structured and derivative products within the investment ranges determined according to the market conditions.
Model Portfolio Investment Restrictions
About the Model Portfolio Investment Restrictions
Model Characteristics
Model Portfolio
Absolute Return Model
Absolute Return Model
Model Purpose
Unlike the investors of the "Deposit Model"; it is a model designed for the investors that can invest in the instruments other than deposits and take moderate risks, and this model aims to offer its investors a return above the benchmark criteria in the medium and long term.
Model’s Strategy
This model is designed for the investors that can take risks. It aims to create a return above the benchmark criteria by managing the portfolio on the best effort basis and taking positions in stocks, TRY and foreign currency denominated public and private sector bonds and bills and lease certificates, mutual funds, gold, foreign exchange, derivatives and structured products through Futures and Options Market contracts according to market conditions and expectations.
Model Portfolio Investment Restrictions
About the Model Portfolio Investment Restrictions
Model Features
Model Portfolio
Equity Model
Equity Model
Model Purpose
It aims to outperform the benchmark for investors who can take a high level of risk with a high return target, who invest in equity markets, who are aware of the return and risk potential of domestic and foreign stocks, and who aim to achieve capital and dividend gains.
Model’s Strategy
The model aims to maximize the returns of its investors by managing their portfolios on a best-effort basis by utilizing instruments such as TL and FX deposits, TL and FX denominated public and private sector debt instruments and lease certificates, commodities, mutual funds, structured and derivative products, VIOP contracts, in addition to investing heavily in equities.
Model Portfolio Investment Constraints
About Model Portfolio Investment Restrictions
Model Features
Model Portfolio
Foreign Exchange Model
Foreign Exchange Model
Model Purpose
It aims to offer investors who prefer to invest their assets in foreign currency (USD) a higher return than that offered by foreign currency deposit accounts by taking limited risks and benefiting from other advantages offered by money and capital markets.
Model’s Strategy
The model is managed on a best effort basis with the aim of maximizing the returns of the portfolios by utilizing instruments such as TL and FX deposits, TL and FX denominated public and private sector debt instruments and lease certificates, equities, commodities, mutual funds, structured and derivative products, VIOP contracts, etc. within the specified investment ranges.
Model Portfolio Investment Constraints
About Model Portfolio Investment Restrictions
Model Features
Model Portfolio
Customized Model
Customized Model
Model Purpose
It is a model in which the management strategy and limits are determined together with the investor who wants to have his/her investments in a certain asset managed.
Model’s Strategy
Within the framework of the investor's risk and return expectations, the investor can create a benchmark specific to him/her, the financial instruments he/she wants to invest in during the portfolio management process and their minimum and maximum investment restrictions according to his/her risk profile. The risks to be taken may also define additional limitations within their own limits; such as the total position of SDS cannot exceed / be less thanxx% of the total portfolio size.