PROSES THAT DIFFERENTIATES
Our primary aim is capital preservation of a client’s wealth and secondary real capital growth in line with the risk profile of the client.
It is our goal to optimise the client’s portfolio by achieving lower risk through diversification together with above-average returns over the
medium to long term.
INVESTPORT analyse a combination of investment products from different Investment Houses and advise on asset allocation, manager selection and
portfolio construction to deliver the most appropriate risk-adjusted portfolio for our clients according to specific requirements. We do not
facilitate third party funds, all client investment funds are transferred directly to large and reputable investment houses.
At the core of our day to day activities is the evaluation of investment service providers.
- Evaluating Fund Manager’s performance.
- Attending Fund Manager presentations.
- Evaluating different investment philosophies.
- Have regular meetings with service providers.
- Staying up to date with the latest investment offerings and alternatives.
Investment analysis is an ongoing process of evaluating current and potential allocations of financial assets We follow a disciplined process to ensure continued
high levels of service delivery. A schematic presentation of our normal process is set out below.
Client consultation to establish needs and to set investment objectives.
Decide on appropriate risk profile and formulating the investment strategy.
Establish optimum asset allocation for the specific client.
Selecting the most appropriate portfolio managers and do individualised portfolio construction.
Solution presentation to client for approval.