ASSET MANAGEMENT SERVICES
- Equity Portfolio Services
- Fixed Income Portfolio Services
- Portfolio Restructuring
Fixed Income Portfolio Services
Fixed Income Securities or better known as BOND is essentially fixed term loan to a government or corporation that pays a rate of interest/profit for the duration of the loan. This interest/profit is then paid in the form of a periodic coupon payment.
Fixed Income Investment Philosophy
Our investment philosophy in fixed income portfolio is focused on a top-down, fundamental research approach that identifies mispriced securities which consistently produces superior results. We analyze the yield curve, interest rate trends and security structure. Active risk management is critical at the security level, and when combined with risk controls in portfolio construction, enhances risk-reward tradeoffs.
Fixed Income Investment Objectives
We seek to deliver the following:
- A higher probability of achieving a targeted return on capital invested.
- Ability to offer periodic withdrawal of realized income.
- Risk is controlled through security level credit risk analysis, interest rate model, and portfolio duration and by adopting a prudent and disciplined investment process.
- Consistent performance that will produce the desired result in the long run.
- Portfolios are structured taking cognizant of client's return objective and risk appetite.
- Benefit from our highly personalized service in managing the funds while adhering to the stated principles and guidelines.
