{"id":697,"date":"2022-01-11T19:33:59","date_gmt":"2022-01-11T18:33:59","guid":{"rendered":"https:\/\/denikbyznys.cz\/?p=697"},"modified":"2022-01-11T19:34:00","modified_gmt":"2022-01-11T18:34:00","slug":"partners-investments-spravuje-jiz-vice-nez-400-milionu","status":"publish","type":"post","link":"https:\/\/denikbyznys.cz\/?p=697","title":{"rendered":"Partners Investments spravuje ji\u017e v\u00edce ne\u017e 400 milion\u016f"},"content":{"rendered":"\n

Bratislava 11. prosince (TASR\/OTS) – Hranici 400 milion\u016f eur pod spr\u00e1vou p\u0159ekro\u010dila spole\u010dnost PARTNERS INVESTMENTS je\u0161t\u011b koncem lo\u0148sk\u00e9ho roku. T\u00edmto v\u00fdsledkem se za\u0159adila na p\u0159edn\u00ed p\u0159\u00ed\u010dky mezi obchodn\u00edky s cenn\u00fdmi pap\u00edry. \u201eZa v\u00fdrazn\u00fdm n\u00e1r\u016fstem vid\u00edme zejm\u00e9na ESG investi\u010dn\u00ed strategie, kter\u00e9 jsme p\u0159edstavili klient\u016fm b\u011bhem roku 2021. Prost\u0159ednictv\u00edm t\u011bchto strategi\u00ed zodpov\u011bdn\u011b investovali v\u00edce ne\u017e 85,4 milionu eur,\u201c uv\u00e1d\u00ed Maro\u0161 Ov\u010darik, gener\u00e1ln\u00ed \u0159editel PARTNERS INVESTMENTS.<\/p>\n\n\n\n

Rekordn\u00ed \u010d\u00edsla dos\u00e1hla spole\u010dnost jen za n\u011bco p\u0159es dva roky sv\u00e9ho p\u016fsoben\u00ed na na\u0161em trhu. \u201eZa tuto dobu n\u00e1m sv\u00e9 investice sv\u011b\u0159ilo a\u017e 37 512 klient\u016f a uzav\u0159eli jsme celkem 62 802 smluv. A\u0165 u\u017e jsou to na\u0161e \u0159\u00edzen\u00e1 portfolia, ETF fondy nebo ESG investice, statistiky za kr\u00e1tk\u00e9 obdob\u00ed na\u0161eho p\u016fsoben\u00ed na trhu dokazuj\u00ed, \u017ee pat\u0159\u00edme mezi \u0161pi\u010dku na investi\u010dn\u00edm trhu,\u201c uv\u00e1d\u00ed Maro\u0161 Ov\u010darik.<\/p>\n\n\n\n

Z\u00c1JEM O INVESTOV\u00c1N\u00cd POMALU NAROST\u00c1<\/p>\n\n\n\n

Slovensko dlouhodob\u011b pat\u0159\u00ed k nejkonzervativn\u011bj\u0161\u00edm zem\u00edm z pohledu rozlo\u017een\u00ed finan\u010dn\u00edch aktiv dom\u00e1cnost\u00ed v r\u00e1mci v\u0161ech zem\u00ed OECD. Obl\u00edben\u00fdm \u201einvesti\u010dn\u00edm\u201c n\u00e1strojem u Slov\u00e1k\u016f jsou b\u011b\u017en\u00e9 a spo\u0159\u00edc\u00ed \u00fa\u010dty \u010di term\u00ednovan\u00e9 vklady, na kter\u00fdch aktu\u00e1ln\u011b le\u017e\u00ed v bank\u00e1ch p\u0159es 43 miliard eur. Pro n\u00edzk\u00e9 \u00farokov\u00e9 sazby a vysokou inflaci dom\u00e1cnosti p\u0159i\u0161ly v roce 2021 o v\u00edce ne\u017e 1,3 miliardy eur. \u201eV listopadu 2021 stoupla m\u00edra inflace a\u017e na 5,6 %. Pokud by b\u011bhem roku 2022 z\u016fstala na t\u00e9to \u00farovni, znehodnocen\u00ed vklad\u016f na\u0161ich dom\u00e1cnost\u00ed p\u0159es\u00e1hne dv\u011b miliardy eur. Pro lidi je to docela jasn\u00fd sign\u00e1l, \u017ee sv\u00e9 pen\u00edze mus\u00ed p\u0159esunout ze spo\u0159ic\u00edch \u00fa\u010dt\u016f a z term\u00ednovan\u00fdch vklad\u016f do v\u00fdnosn\u011bj\u0161\u00edch investi\u010dn\u00edch n\u00e1stroj\u016f. V opa\u010dn\u00e9m p\u0159\u00edpad\u011b se p\u0159ipravuj\u00ed o zaj\u00edmav\u00e9 zhodnocen\u00ed a mo\u017enost budovat si aktiva v d\u016fchodu,\u201c upozor\u0148uje Maro\u0161 Ov\u010darik. Okruh lid\u00ed, kte\u0159\u00ed se zaj\u00edmaj\u00ed o investov\u00e1n\u00ed, v\u0161ak podle obchodn\u00edka s cenn\u00fdmi pap\u00edry pomalu nar\u016fst\u00e1. \u201eSt\u00e1le v\u00edce lid\u00ed si uv\u011bdomuje, \u017ee rostouc\u00ed inflace znehodnocuje \u00faspory. Krom\u011b toho turbulentn\u00ed loni a v\u00fdkyvy na finan\u010dn\u00edch trz\u00edch p\u0159il\u00e1kaly do sektoru investov\u00e1n\u00ed mnohem v\u00edce pozornosti ne\u017e v minulosti,\u201c dod\u00e1v\u00e1.<\/p>\n\n\n\n

NEJV\u00cdCE SE DARILO DYNAMICK\u00c9 ESG STRATEGII<\/p>\n\n\n\n

Aktu\u00e1ln\u00edm sv\u011btov\u00fdm megatrendem jsou ESG investice, kter\u00e9 PARTNERS INVESTMENTS p\u0159inesla i investor\u016fm na Slovensku. Trh s investov\u00e1n\u00edm proch\u00e1z\u00ed v posledn\u00edch letech zm\u011bnami, kter\u00e9 pozitivn\u011b ovliv\u0148uje pr\u00e1v\u011b zodpov\u011bdn\u00e9 investov\u00e1n\u00ed. Kl\u00ed\u010dovou roli p\u0159i nich sehr\u00e1v\u00e1 t\u00e9ma trval\u00e9 udr\u017eitelnosti, kter\u00e9 se stalo v posledn\u00edm obdob\u00ed celospole\u010denskou ot\u00e1zkou. \u201eInvesto\u0159i dnes nehledaj\u00ed jen vysok\u00fd v\u00fdnos a dobr\u00e9 zhodnocen\u00ed. Sahaj\u00ed po \u0159e\u0161en\u00edch, kter\u00e1 maj\u00ed pozitivn\u00ed dopady na spole\u010dnost. Zaznamen\u00e1v\u00e1me st\u00e1le vy\u0161\u0161\u00ed z\u00e1jem klient\u016f o zodpov\u011bdn\u00e9 investov\u00e1n\u00ed, kde p\u0159ev\u00e1\u017enou \u010d\u00e1st strategie tvo\u0159\u00ed ESG fondy,\u201c dopl\u0148uje Maro\u0161 Ov\u010darik.<\/p>\n\n\n\n

Pr\u00e1v\u011b ESG fondy jsou podle odborn\u00edka ide\u00e1ln\u00ed p\u0159\u00edle\u017eitost\u00ed, jak p\u0159ibl\u00ed\u017eit investov\u00e1n\u00ed i dom\u00e1cnostem na Slovensku. S t\u00edmto z\u00e1m\u011brem na podzim lo\u0148sk\u00e9ho roku roz\u0161\u00ed\u0159ila PARTNERS INVESTMENTS sv\u00e9 portfolio io nov\u00e9 investi\u010dn\u00ed strategie inspirovan\u00e9 pr\u00e1v\u011b ESG. \u201eDo nab\u00eddky jsme p\u0159idali t\u0159i nov\u00e9 strategie \u2013 konzervativn\u00ed, vyv\u00e1\u017eenou a dynamickou. Na\u0161e nov\u00e1 portfolia tvo\u0159\u00ed \u0161iroce diverzifikovan\u00e9 akciov\u00e9 a dluhopisov\u00e9 ETF fondy z pohledu region\u016f, ale i sektor\u016f s c\u00edlem dos\u00e1hnout co nejv\u011bt\u0161\u00edho zastoupen\u00ed glob\u00e1ln\u00ed tr\u017en\u00ed kapitalizace,\u201c vysv\u011btluje.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Pozitivn\u00ed trend a n\u00e1r\u016fst z\u00e1jmu o zodpov\u011bdn\u00e9 investov\u00e1n\u00ed kop\u00edruj\u00ed i \u200b\u200bv\u00fdsledky PARTNERS INVESTMENTS. Nejlep\u0161\u00ed \u010d\u00edsla spole\u010dnost zaznamenala u dynamick\u00e9 ESG strategii, kter\u00e1 zhodnotila \u00faspory klient\u016f za leto\u0161n\u00ed rok o 31,96 %. Druh\u00e1 v po\u0159ad\u00ed byla tematick\u00e1 ESG strategie se zhodnocen\u00edm o 24,54 % a t\u0159et\u00ed klasick\u00e1 dynamick\u00e1 strategie se zhodnocen\u00edm 19,27 %. \u201ePo za\u0159azen\u00ed nov\u00fdch ESG strategi\u00ed do na\u0161\u00ed nab\u00eddky si klienti vyb\u00edraj\u00ed t\u00e9m\u011b\u0159 v\u00fdlu\u010dn\u011b ESG strategie. Z\u00e1jmu investor\u016f v\u0161ak p\u0159edch\u00e1z\u00ed kvalitn\u00ed poradenstv\u00ed a vysv\u011btlen\u00ed pojm\u016f. Praxe n\u00e1m ukazuje, \u017ee jakmile klienti porozum\u00ed rozd\u00edl\u016fm mezi tradi\u010dn\u00edm investov\u00e1n\u00edm a ESG strategiemi, rozhodnou se v\u011bt\u0161inou pro investov\u00e1n\u00ed se spole\u010densk\u00fdm p\u0159esahem,\u201c uzav\u00edr\u00e1.<\/p>\n","protected":false},"excerpt":{"rendered":"

Bratislava 11. prosince (TASR\/OTS) – Hranici 400 milion\u016f eur pod spr\u00e1vou p\u0159ekro\u010dila spole\u010dnost PARTNERS INVESTMENTS je\u0161t\u011b koncem lo\u0148sk\u00e9ho roku. T\u00edmto v\u00fdsledkem se za\u0159adila na p\u0159edn\u00ed p\u0159\u00ed\u010dky mezi obchodn\u00edky s cenn\u00fdmi pap\u00edry. \u201eZa v\u00fdrazn\u00fdm n\u00e1r\u016fstem vid\u00edme zejm\u00e9na ESG investi\u010dn\u00ed strategie, kter\u00e9 jsme p\u0159edstavili klient\u016fm b\u011bhem roku 2021. Prost\u0159ednictv\u00edm t\u011bchto strategi\u00ed zodpov\u011bdn\u011b investovali v\u00edce ne\u017e 85,4 milionu […]<\/p>\n","protected":false},"author":2,"featured_media":699,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"tdm_status":"","tdm_grid_status":"","footnotes":""},"categories":[265],"tags":[],"class_list":["post-697","post","type-post","status-publish","format-standard","has-post-thumbnail","category-rady-a-tipy"],"_links":{"self":[{"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=\/wp\/v2\/posts\/697","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=697"}],"version-history":[{"count":0,"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=\/wp\/v2\/posts\/697\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=\/wp\/v2\/media\/699"}],"wp:attachment":[{"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=697"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=697"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/denikbyznys.cz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=697"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}