Founded in April 2017 by Metro Investment Securities INC. within the Metro Group with a ₺2 Million capital, Metro Portfolio Management INC. reached ₺5,5 Million of equity capital as of October 2018.

It involves the management of the portfolios of the clients on behalf of them as their agents, in order to bring them profit pursuant to the portfolio management agreement. Our company is an intermediary agency holding the Portfolio Management Certification and delivers such services with its experienced staff.

Mission, to give our clients the confidence they need to enrich the life they anticipate and to do more,

Strategy, to take the valuation, special circumstance opportunities from all capital market investment instruments, national and international,

Targets, to create a loyalty on real trust, as “people-oriented”, for the clients like us and produce a higher return for the clients in accordance with their risk and benefit expectations,

Our investor profile consists of the group of investors willing to put their savings to good use in certain groups of instruments in medium and long term and aiming at the highest return in line with the risk they expect and also having no chance and time to follow up the market.

The clients decide on the type of the portfolio and duration of participation based on the risk groups and sign the contract prepared. At this point, the upper and lower limits of the capital market instruments to be invested are determined or also the free management method can be decided, as well. The clients participate in portfolio management by transferring any amount they wish into the personal Portfolio Management account to be opened in their own names. All accounts transferred to the personal Portfolio Management account are collected in a single account at the beginning of the day and thus trading transactions are performed by the Portfolio Managers. New portfolio which forms at the end of the day is returned to the accounts in proportion to their participation rate. Investors can choose to participate in portfolios formed periodically, at the beginning or later on.

Determining the investor’s risk preference is the most important step in portfolio management process. Portfolio manager will invest in some products according to your risk preference and keep away from some others instruments. A benchmark will be created based on your risk preference which has been set with that thought in mind. This benchmark is the main criteria to be used in determining the portfolio performance. Investors are free to choose any criteria they want as the benchmark, through the investable products and monitor the performance thereof. The purpose in portfolio management service will be to provide the investor with a yield performance above the return of the benchmark determined.

In making the decisions for investment, short-term and long-term investment strategies are determined at the “Strategy Committee “, which is established within the Metro Portfolio Management, based upon the investor's perception of the risk. Investment decisions that suit the choice of the investor are taken and put into practice, by considering the timing in the light of the decisions taken.

Portfolios are reviewed in certain intervals and their performances are measured as against the determined benchmark. Where necessary, the investor is approached to discuss whether any change is required in the investment strategy, risk preference or benchmark. If needed, such change is immediately implemented. Performance review is performed according to the periods mentioned in the portfolio management agreement.

Monthly and periodic Performance Evaluation Reports, which contain all the details about the Portfolio Management accounts, are delivered to the investors. Also, any and all kinds of information about the portfolio details can be obtained from the Metro Portfolio Management, Customer Relations Department.

• Managing the funds collected from the investors, in accordance with the framework specified in the Portfolio Management Agreement,
• Providing the investors with investment consultation services,
• Conducting customer relations,
• Helping to develop a customize,d Target Asset Distribution, together with our clients, for their portfolios and assessing the risk tolerance and other factors for their investment objectives,
• Calculation of valuation and share prices,
• Monitoring and checking the conformity of the portfolios to the legislation, internal regulations, offering circulars and the articles of association,
• Calculation and distribution of fund revenues and expenses,
• Fulfilling the liabilities arising from the transactions and agreements regarding the portfolio management.