Portfolio Construction

How should investors behave against a rapidly changing global market?
NWB proposes the construction of strategic portfolios.

The 3-Step Process to Portfolio Construction

STEP1

Propose a strategic portfolio based on risk tolerance and investment policies

STEP2

Monitor important life events, observe market trends, and perform periodical follow-ups

STEP3

Depending on the circumstances, propose portfolio rebalance and re-construction

Portfolio Proposal based on Individual Risk Tolerance.

At NWB, we perform risk profile questionnaires when opening an account, and provide suggestions and guidance individually based on the results. By following these steps, we aim to support customers in achieving their investment goals.

Disclaimer & Risk Disclosure Statements