Through RBA brokers you can buy and sell financial instruments on the Zagreb Stock Exchange, as well as more than 40 foreign markets. The eBroker service for quick and easy placement of orders to buy and sell shares on the Zagreb Stock Exchange without broker mediation is also available.
Through the custody service, RBA provides professional care of any domestic and foreign financial assets you have already invested in or are planning to invest in. You can also transfer foreign assets and deposit domestic and foreign financial instruments and cash in the same custody account. The custody service is among the cornerstones of a well-organised financial instruments business. At RBA, custody means not only the safe-keeping of financial instruments, but includes a whole range of value-added services.
Do you make your own investment decisions?
RBA brokerage and custody services are available to you.
Investing as a mosaic
An “umbrella” strategy is created depending on your risk tolerance and market developments.
The overall strategy is a combination of the substrategies listed below, where the proportion of each depends on the portfolio risk and changes dynamically.
Money market strategy
- liquidity management
- range of investments: deposits in local banks, Croatian government bonds, treasury bills of the Ministry of Finance.
Fixed income strategy
- absolute return strategy
- range of investments: Croatian government bonds.
Equities strategy
- absolute return strategy
- range of investments: US shares, European shares, Japanese shares, particular sectors and particular shares.
Adaptive strategy
- absolute return strategy
- broad range of investments: US shares, European shares, Japanese shares, emerging markets shares, raw materials and commodities, gold, real estate funds, 10-year US bonds, 10-year German bunds.
You can participate in the strategy by investing in the investment products of our partners:
Raiffeisen Bank International AG
Raiffeisen Certificates is a brand of Raiffeisen Bank International AG.
Whether based on shares, share indices, commodities, or themes – at Raiffeisen you will find a certificate that suits you. They have been Austria’s #1 award-winning certificate provider since 2007 and their focus on sustainable investments for over 15 years makes them one of the pioneers when it comes to responsible investing.
Besides certificates, Raiffeisen Bank International also offers Retail bonds.
Raiffeisen Invest
Raiffeisen Invest, a UCITS fund management company, is one of the oldest Croatian fund management companies. The company manages undertakings for collective investment in transferable securities (UCITS funds) combining different asset classes and investment strategies.
Raiffeisen Capital Management
Raiffeisen Capital Management is part of Austria’s largest banking group and with a market share of 19,6 percent (June 2023) in investment funds one of the leading Austrian Asset Management Companies. Beyond its home market, Raiffeisen Capital Management has been quite active on the international markets for many years and is now a respected player in several European countries.
Investment advisory
To our Private Banking clients, we provide Investment Advisory service. Based on the financial situation, risk tolerance and investment goals with a wide selection of investment strategies, from mildly conservative to extremely risky, we adapt the investment requirements of clients. The portfolios include high-quality products, from investment funds, certificates and bonds of the RBI Group and external producers.
Sustainability
The Investment Advisory Service includes the disclosure of the sustainability factors of financial instruments, and appropriate activities are undertaken to ensure that sufficient detailed knowledge of individual sustainability preferences of clients is obtained.
We continuously take steps to offer sustainable products and provide ESG advice for clients.
Products
Raiffeisen Capital Management
Sustainable Investment brochures
Topics:
- Gender equality
- Biodiversity
- Nuclear power
- Energy transition
Read here Quarterly Raiffeisen Capital Management sustainability brochures.
Raiffeisen Certificates
only investment products with a sustainable underlying are considered environmentally and socially compatible in the sense of ESG (Environment, Social, Governance).
No consideration of adverse impacts of investment advice on sustainability factors
RBA as the Financial Adviser, as defined in Article 2 (11) of Regulation (EU) 2019/2088 of 27 November 2019 on sustainability‐related disclosures in the financial services sector (the SFDR), provides advisory services in respect of financial products manufactured by Financial Market Participants which are part of the RBA Group or RBI Group and/or by Financial Market Participants with which RBA has entered into a financial product distribution contract.
Due to the lack of data availability and data reliability regarding relevant regulation (Taxonomy and SFDR), adverse effects of investment decisions on sustainability factors are currently not considered when choosing financial products for investment advice; we reserve the right to consider sustainability effects in the future, taking into account future regulatory developments and established practices in the financial market.
Raiffeisenbank Austria d.d. relies on investment decisions and other information obtained from the Financial Market Participant as a manufacturer of financial products recommended by RBA as a Financial Adviser and ensures that all, of the aforementioned, information received from the Financial Market Participant is passed on to its clients, while acting exclusively as a Financial Advisor distributing a financial product.