Institutional Investor
Institutional Mandates
We offer customised investment solutions that meet your investment goals together with your risk tolerance.
As each insititutional client is unique, we take time and work together with you to construct a portfolio with your needs and concerns. Our investment strategy is focused on meeting your investment objective.
We have dedicated sales and client servicing teams that will be in close contact to ensure all queries and issues are addressed.
Client's Objective
- Investment Time Horizon
- Liquidity Requirements
- Risk Profile/Volatility Tolerance
- Accounting Standards
- Investment Performance Requirements
Strategy
- Strategic Asset Allocation
- Tactical Asset Allocation
- Security Selection
- Portfolio Construction
Mandate Selection
- One Asset Class
- Hybrid
- Global Assets