ValuAlliance Portfolio
Management Service
- 02 / Introduction
Portfolio Management Service is offered as a discretionary or non-discretionary service to institutions and individuals.
Our investment managers and advisors design and implement customized investment portfolios to suit your needs. This service involves creating personalized multi-asset and single or multi-currency portfolios for individuals or institutional clients. This product is SEC-registered.
This service line entails the creation of personalised multi-assets and single or multi-currency portfolios for Individuals or institutional clients.
This product is SEC registered.
- We offer portfolio management services on a discretionary and non-discretionary basis.
- Our Discretionary Portfolio Management Service is designed for Portfolio Sponsors who choose a “hands-off” approach giving ValuAlliance discretion over the investment portfolio subject to an agreed framework.
- The investment portfolio is structured to achieve the portfolio sponsor's investment objectives, taking into consideration the Portfolio Sponsor’s risk profile and unique preferences.
- Under the Non-discretionary Portfolio Management Service, asset allocations and investment decisions are at the discretion of the Client. We, however, will support the client’s investment decisions through timely and relevant investment research.
- Our portfolio management service is suited to high-net-worth individuals and institutional institutions such as Co-operatives, Endowments, Foundations, Insurance companies etc.*
- The investment portfolios under our portfolio management service invest in listed and unlisted equity and foreign currency fixed-income securities such as Eurobonds*.
Key Features
- Customised investment portfolio suited to achieve Portfolio Sponsor’s investment objective.
- Active Portfolio Management
- Regular review of investment portfolio with Portfolio Sponsor.
- Designed to work with the Portfolio Sponsor’s preference - “hands-on” or “hands-off”.
- Strong Governance and investment approach.
- Assets are held by a reputable custodian.
Key Benefit
- Active oversight of investment portfolio.
- Professional Management.
- Consolidated Portfolio Reporting.
- Portfolio Administration.
- Portfolio diversification.