01PORTFÖY

Varlık yönetimi

Yönetim yetkisi hedef ile risk ilişkisini açıkça ortaya koymalıdır.

Hedeflere, likidite ihtiyaçlarına ve tanımlı risk sınırlarına uygun portföy yaklaşımı.

Read the framework Review key risks

Capital frameworkCLEAR TERMS · RISK IN VIEW

NORA / CAPITAL FRAMEWORK01 / 03

Yatırım hedefi

Amacı, uygun varlıkları ve hariç tutulanları tanımlayın.

PORTFÖY / THE FRAMEWORK

Yönetim yetkisi hedef ile risk ilişkisini açıkça ortaya koymalıdır.

Limitleri, likiditeyi, yoğunlaşmayı ve inceleme tetiklerini belirleyin.

Yatırım hedefi

Amacı, uygun varlıkları ve hariç tutulanları tanımlayın.

Risk bütçesi

Limitleri, likiditeyi, yoğunlaşmayı ve inceleme tetiklerini belirleyin.

Portföy operasyonları

Araştırma, uygulama, değerleme, raporlama ve onayları belgeleyin.

EXPLORE / 03

Find the route that fits your capital.

Choose a route to explore its mechanics, operating priorities and trade-offs.

Mandate and allocation

Core allocation

Give long-term holdings a defined role in the portfolio.

01Research inputs

02Evaluate mechanics

03Execute & review

How it works

Set eligible assets, concentration limits, a liquidity reserve and rebalancing bands before increasing exposure.

Key consideration

Diversification does not eliminate market losses.

Discuss this route

YOUR JOURNEY

A clear next step. At every stage.

Define objectives

Document your horizon, withdrawals, loss tolerance and involvement. Establish suitability before choosing a route.

DECISION CHECKLIST

Look beyond returns. Understand your way out.

Route	Source of value	Execution & exit priorities
Core allocation	Mandate and allocation	Diversification does not eliminate market losses.
Tactical allocation	Research-led adjustments	Turnover, correlated positions and costs can erode returns.
Liquidity planning	Cash-flow and exit planning	A position may be valuable but unavailable when you need cash.

ÖNEMLİ RİSKLER

Yetki performansı garanti etmez. Kapsam ve yetkiler sözleşme ve yargı alanına bağlıdır.

10SIK SORULANLAR

İlerlemeden önce mekanizmayı öğrenin.

Terms, access, and product availability depend on your jurisdiction and account eligibility.

When in doubt, verify the governing terms.

01What should I prepare for the first discussion?−

Bring your investment horizon, expected cash needs, existing exposures and constraints. A useful brief explains what the assets are intended to achieve before listing products you want to buy.

Rebalancing compares current weights with agreed targets and tolerance bands. Consider transaction costs, liquidity and changed objectives before adjusting; it need not mean trading every day.

Review allocation, concentration, liquidity, performance attribution, fees and changes to the investment thesis. Include exposures outside the managed portfolio so the overall picture remains meaningful.

Match expected withdrawals with liquid assets and realistic exit times. Do not assume staked, pledged or thinly traded assets can always be converted immediately.

11CONTACT NORA

Hedeflerinizi konuşalım.

Neyi değerlendirdiğinizi paylaşın; uygun çerçeveyi ve sonraki adımları anlatalım.