Our investment management approach is predicated on the belief that the minimum requirement for most investors is Capital Preservation and Growth.
From our experience, we have come to the conclusion that most asset managers treat both requirements as mutually exclusive needs of investors, hence they offer either one or the other. At FAITHLAND, we seek to achieve both, in a risk-controlled environment through Active Asset Class and Regional Asset Allocation.
This strategy, which is applied to all the portfolios that we manage, requires that we combine a top-down global asset allocation process as well as a bottom up stock selection process.
In the final analysis, as an FAITHLAND client, your portfolio manager’s mandate would be to:
- minimize your portfolio risk; and
- optimize your return over the long term.
FAITHLAND’s research unit, is the nucleus, around which the entire investment management process revolves, and is responsible for developing our Global Asset Allocation (GAA) Strategy bi-annually.
In assisting our clients to develop sound portfolio strategies, we emphasize Active Asset Allocation Strategies. Our research proves that through Active Asset Allocation strategies, we can consistently deliver positive returns to our clients in different market conditions.
Global Asset Allocation is a widely adopted method of enhancing long-term performance. It is also an acknowledged fact that the largest part of a portfolio’s total return over time, is dependent on the way in which resources are allocated among stocks, bonds and cash, on the one hand, and among countries, sectors and securities, on the other. Correspondingly, the relative contribution of market timing to total return is usually minimal.
For this reason, our regional economists and global sector analysts continuously monitor trends in the world’s major markets and assess the relative attractiveness of alternative markets and sectors. Their recommendations are contained in our GAA report, forming the blueprint for all our investment decisions.
By understanding our clients’ financial needs and goals, our Client Relationship Managers are able to translate these research insights into customized investment plans that suit the risk tolerance, time horizon and currency preferences of each client.
- Insurance: Including Auto/ home / commercial Individual major and medical group insurance, life and Annuities.
- Real Estate
- You’re in the driver’s seat with our on-going analysis and monitoring
- Monthly statements and quarterly summaries