Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.
Our licensed portfolio managers present you with an investment plan that is customized to your specific needs, keeping risk reduction in focus. Our aim is to be flexible to your needs and assess minimum risks and gain the right momentum to your investments with the right counselling & advice to guarantee a maximum return.
Active Portfolio Management:
Active portfolio management requires strategically buying and selling stocks and other assets in an effort to beat the broader market. Our portfolio managers will be actively involved in managing your portfolio by buying and selling securities with the aim to guarantee maximum returns.
Passive Portfolio Management:
Passive portfolio management seeks to match the returns of the market by mimicking the makeup of a particular index or indexes. We shall be dealing with a fixed portfolio designed to match the current market scenario to reap maximum returns for your investment.
The key to effective portfolio management is the long-term mix of assets. Asset allocation is based on the understanding that different types of assets do not move in concert, and some are more volatile than others. A mix of assets provides balance and protects against risk.
The only certainty in investing is that it is impossible to consistently predict winners and losers. Diversification is spreading risk and reward within an asset class. Because it is difficult to know which subset of an asset class or sector is likely to outperform another, diversification seeks to capture the returns of all of the sectors over time while reducing volatility at any given time.
This is used to return a portfolio to its original target allocation at regular intervals, usually annually. This is done to reinstate the original asset mix when the movements of the markets force it out of kilter. Rebalancing generally involves selling high-priced securities and putting that money to work in lower-priced and out-of-favor securities allowing the investor to capture gains and expand the opportunity for growth in high potential sectors while keeping the portfolio aligned with the original risk/return profile.
The success of an actively managed fund depends on a combination of in-depth research, market forecasting, and the expertise of the portfolio manager or management team. Portfolio managers engaged in active investing pay close attention to market trends, shifts in the economy, changes to the political landscape, and news that affects companies. Trying to beat the market inevitably involves additional market risk. Indexing eliminates this particular risk, as there is no possibility of human error in terms of stock selection.
Also referred to as index fund management, aims to duplicate the return of a particular market index or benchmark. Managers buy the same stocks that are listed on the index, using the same weighting that they represent in the index. A passive strategy portfolio can be structured as an exchange-traded fund (ETF), a mutual fund, or a unit investment trust.
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