We consider each client’s investment objectives and circumstances as unique. In designing and managing a portfolio mandate, we follow a five step process:
|Understanding client’s needs||We take into account all special circumstances and constraints including risk profile, Time horizon, Future cash flows and other investment requirements|
|Designing the investment solution||We construct an investment process that meets the client’s objectives. We base our approach on qualitative and quantitative methods in order to propose innovative solutions.|
|Agreeing on Management Mandate||We mutually agree on the various aspects of the mandate and on the reporting requirements|
|Implementing the solution||Operational set up, including contracts signing, accounts openings and mandate execution.|
On an ongoing basis, we review & rebalance the client’s portfolio to adhere to the portfolio’s investment guidelines. Investment objectives are revisited periodically, and the portfolio is rebalanced based on the client’s changing objectives
|Reporting||Regular update and discussion of performance & Allocation.|
Swicorp is committed to delivering and maintaining high standards of services throughout the process.