FCMB Asset Management Limited offers Portfolio Management services under the following 3 mandates:
Discretionary Mandate: FCMB Asset Management Limited agrees investment objective(s) with the investor and then creates a Portfolio to mirror the investor’s risk-return goals. FCMB Asset Management makes all investment decisions on behalf of the investor, based on guidelines in an Investment Management Agreement.
Non-discretionary Mandate: Investors who wish to enjoy greater degree of participation in the management of their Portfolios, can do so through non-discretionary investment mandates. FCMB Asset Management Limited provides clarity on available investment opportunities, for a fee. However, the investor makes the final decision on how and where to invest funds.
Execution Only Mandate: FCMB Asset Management Limited offers best execution-only service to investors. FCMB Asset Management is not involved in the investment decision making process but only acts on buy or sell orders received from investors.
FCMB Asset Management Limited can also provide liquidity management services, via any of the above mandates
About the Discretionary Mandate
The Fund Manager helps the client to create an Investment Policy Statement (IPS), which will form the basis of the strategic asset allocation. This policy statement, which is reviewed with the client annually, reflects the investment objectives of the client and the investment guidelines to be adhered to by the Fund Manager in managing the client’s Portfolio.
The risk tolerance of the client will help define the bracket under which the investment strategy will fall.
Equity investments are constructed from well researched stocks. They can provide growth, in terms of capital appreciation, and income generation, in terms of dividend payments.
Money Market and Fixed Income instruments are tailored to match the investment horizon of the client. They can minimise the impact of volatility in prices of Equities on overall Portfolio volatility.
Portfolio construction is based on matching the highest possible investment return with the lowest possible risk.
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