Portfolio 360°
Stay in control with a 360° view of your portfolio
Portfolio 360° is a personalised investment portfolio analysis tool designed to provide a holistic multi-asset view of your portfolio. This tool combines the expertise of our key proprietary tools, portfolio risk evaluator, bond advisory, and equity analysis within a single touchpoint, providing you with convenience and confidence to make well-informed decisions. The Portfolio 360° analysis helps you to understand the risk-reward profile of your existing and preferred portfolios, enabling you to further explore suitable investment opportunities with your Senior Relationship Manager and Portfolio Counsellor.
What you can expect from Portfolio 360o:
- Comprehensive views of sub-asset classes, breakdown of investment products including unit trusts, equities, and fixed income
- Incorporate external investments that you may have for a more complete analysis of your overall portfolio
- Perform comparative portfolio analysis in asset allocation, historical performance, and risk of current and re-balanced portfolios
- Gain insights on portfolios in simulated periods of market stress such as the Global Financial Crisis and European Debt Crisis
- Analyse the cash flow of your bond portfolio and understand the impact of interest rate changes on the portfolio with and without leverage
Important Disclaimer:
Portfolio 360º is not a program or offering, but is a tool to recommend diversification that is meant for reference purposes only. Portfolio 360º is: (i) not binding on part of the customers; (ii) not monitored by Citibank with respect to customers’ individual investment holdings; and (iii) not personalized to the specific needs of any individual customer. It is important to note that while recommendations based on Portfolio 360º represent our best thinking in terms of asset allocation and diversification, they serve only as a guideline for investors based on certain risk profiles. Market movements, changing market views, time horizons and liquidity constraints (among others) may result in your portfolio’s asset allocation deviating from the model allocation.
This website is for information only and does not constitute any offer or solicitation to buy or sell. Investors should refer to the relevant offering documents for detailed information prior to subscription. Investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Investors investing in investments denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investment prices may go down as well as up. Unless specified, these investments are not obligations of, guaranteed or insured by Citibank Singapore Limited, Citibank, N.A., Citigroup Inc. or any of its affiliates or subsidiaries, or by any local governmental or insurance agency. Investment Services are not eligible for U.S. persons and might only be applicable to limited jurisdiction.
Speak to your Senior Relationship Manager to find out more.
