Investments are trust managed accounts in the Middle instead of outside. That was so practiced currency already in which in the middle ages, and nothing has changed even in times of stock market trading today. It’s about confidence in the reliability of the provider, in the ability of the management to detect a range of market situations and to respond with the right measures. The actual trading takes place in the most investments but nowadays under lock and key”. Information about buying and selling decisions only in a few situations reach the investor itself.
Target positions are communicated once a month via Factsheet and often show this document’s current portfolio is already very different. Presentations, brochures, brochures as websites also have a shortcoming: they reflect only the image of the product, which is conducive to the image of the party. What is missing is the unadulterated look into the portfolio. Only this allows it the investor a To develop feeling”for the true potential and also the risks of an investment. The .com bubble, the US real estate crisis, which investors today much more informed about the exact composition of its portfolio fund scandals Bernhard Madoff and Helmut Kiener, who cause problems of open real estate funds and also the ongoing debt crisis to be. Both mutual funds and life insurance policies is not nearly met this legitimate desire for information.
The look in the portfolio reflects only a snapshot. Exceptions are made only for large institutional investors, which have detailed information on the allocation in the form of regular reports and maintain intensive contact to the managers of their target investments. Who really wants to understand on which investment he engages, it passes: he must experience trade live. Even if the management provides no verbal justification for the individual investment decisions, this possibility is till date only Managed accounts given in a single form of investment.