Portfolio Management

OTP Bank offers discretionary portfolio management services for OTP Private Banking clients, companies, and institutional investors.

If you choose this active asset management service, OTP Bank’s professional portfolio managers will invest and manage your assets - in line with the actual market environment, aiming to achieve optimal risk-return balance.

Our clients can choose between strategic asset allocation (benchmark-following) and absolute return strategies. This determines the asset allocation and risk framework within which portfolio managers decide on assets and concrete position holdings.

• If you hold most of your savings bank deposits, bonds, and real estate, our strategies aimed at outperforming the benchmark return on equities may offer diversifying advantage.
• If you have invested a significant portion of your assets in equity, our absolute return strategies can help to establish a well-diversified asset structure.