Asset Management:
Our Asset Management unit provides specialized advisory services on wealth management and creation strategies that span the full spectrum of asset classes including equity, fixed income, money market, currency, commodities, structured products, real estate, infrastructure, mutual fund, hedge funds and private equity.
Our complete array of asset management solutions include:
- Assist in developing portfolio investment strategies depending on nature of your needs. These includes: passive equity strategies, active equity strategies, private equity strategies, fixed income strategies, currency and cash management strategies. Our strategies range from enhanced to high performance.
- Advice on setting-up of mutual funds, exchange trusts funds (ETF), educational trust funds, religion funds, special-purpose trust funds and endowment trust funds. We also helps to calculate daily expenses and income, pricing of portfolios, calculation of NAVs and share/unit prices, prepare daily, weekly and monthly proofs and verifying capital stock information.
- Provide independent valuation services for a full range of private investments, derivatives, equities and fixed income, and foreign exchange instruments.
- Assist in selection of investment fund managers, pension funds administration, and custodian services. We aslo advise on setting and monitoring of performance benchmarks and risk metrics for different assets and strategies contigent on your risk tolerant level.
At Applied Capital Market, we approach asset management as both a science and an art. We use powerful analytics and rigorous portfolio management with the aim of consistently monitoring performance objectives while at the same time controlling risk for our clients — including pension funds, insurance companies, foundations, corporate investors, financial institutions, and religious institutions.
