Proven approach to managing equities, bonds, derivatives and real estate
It's important to have a solid asset management system in the company to make more valid, structured and better decisions. It's important to look stright to the eyes of the client and not mumble about portfolio perfomance.It's important to have system with clear approach to investment when you can explain client how you invest money.
This investment philosophy implemented and working in several investment companies. Funds under this approach become best for the year.
Strict division of assets in tiers
We use discount rate for solving the issue.
Valuation based on DCF
Discount rate calculation based on Arbitrage Pricing Theory
Investment based on upside
Portfolio is filled with investment based on maximum return.
Results of portfolio measured comparing to the index of the market.
Set of documents descrbing asset management system.
Business processes of key employees.
Automatization of investment management company
Invdividual trainings with key persons of your company.
And loose all worries about asset management in your company.