Prepared by the Luxembourg Bankers’ Association (ABBL) in collaboration with its members, this simplified information sheet explains, in clear and accessible language, what portfolio management is and how it works. Developed under the Luxembourg law of 8 March 2023 on the accessibility of products and services, it covers the main steps involved, including the assessment of the client’s investor profile, the definition of an investment strategy, the management and monitoring of the portfolio, reporting requirements, costs and fees, withdrawal rights and contract termination. A glossary of key financial terms is included to make the information easier to understand.
