Access to Citi's global investment research and expertise
Investing in global financial markets is complex. Most of us need expert advice to be able to make informed decisions about investment choices.
That is why your Relationship Manager at Citi has access to a dedicated team of investment specialists to provide comprehensive advice about how to best manage your portfolio and to find the right investment and insurance solutions to achieve your objectives.
Finding the right balance
- The success of your investment portfolio begins with a sound and well-diversified portfolio of investments, taking into account the global market expectations of Citi analysts, and your personal objectives, risk tolerance and investment knowledge and experience.
We encourage you to hold a portfolio of investments which are adequately diversified at any point in time. In order to achieve this, we provide you with Citi's Model Portfolios. They are designed to address your investment objectives, risk tolerance and time frame.
Model Portfolios are used as a base to choose suitable products for your investment strategy and as the reference for periodical evaluation of your investment portfolio.
Your Relationship Manager will tailor an asset allocation to suit your specific needs and investor profile, based on one of the five Citi Model Portfolios.
Defensive
Income & Growth
Income Oriented
Growth Oriented
Aggressive Growth
- Money markets
- Fixed Income
- Equity
- Global REIT's
Citi's Model Portfolios
Citi's Model Portfolios are specifically developed by Citi's investment research teams to provide you with:
- A well-diversified portfolio, with an asset composition that is suitable for your financial objectives and risk profile
- Asset allocations which are regularly monitored and, if necessary, revised by Citi's Global Investment Committee to reflect market developments and Citi's house view
- Access to high quality research developed and published by Citi's Global team of analysts located in all major financial centres around the world
To illustrate their track record we have compared the return and risk (volatility) of Citi's Model Portfolios to both a 100% cash investment (EURIBOR 3 months) and a 100% equity investment (MSCI World EUR Index).
Source: Morningstar Direct: 30/06/2013; Past performance is not a guide or guarantee for future performance. Investment products are subject to investment risks, including possible loss of principal invested.
