Investment Analysis and Portfolio Management Our experts help their clients in determining how an investment is likely to perform and how suitable it will be for them by evaluating their risks, yield potentials and price movements.
CORE SERVICES
- Due Diligence
- Investment Policy
- Financial Models
- Financial Projection
- Financial Strategy
- Defensive Investment
- Wealth Management
- Investment Management
- Fund Manager
- Equity Research
- Market Intelligence
- Market & Economic Trends
- Investment Compliance
- Asset Management
- Fund Management
- Portfolio Structuring
- Factor Investing
- Portfolio Optimisation
- Forecasting Stock Returns
- Value of Forecasting
- Investment Compliance
- Alternative Investment
- Financial Modelling
- Equity Instrument
Services
- Performing financial due diligence and analysis on prospective projects and recommending an investment decision.
- Developing an investment policy aligned to the company’s criteria foe evaluating prospective clients.
- Creating financial models that enhance return on investment of projects and financial planning.
- Preparation of financial documents for presentation to potential and current investors on specific investments.
- Analyzing company accounts and financial projections and advice the company on how to best position its investments.
- Providing updates on financial market’s activities in order to right position the company in local and global market.
- Liaising with fund managers, company managers, stock market traders, stockbrokers and regulators with a view to expanding funding access while improving market perception.
- Conducting market research on the industry and gather market intelligence to enhance management of funds.
- Participating in financial briefing provided by investment managers and analysts internally and externally.
- Maintaining up to date information on the latest economic trend in the country, latest and any updates in the financial markets.
- Ensuring all investment compliance regulations are met.
- Research on securities of target companies and providing recommendations. Investment Analysis and Portfolio Management
- Collecting and interpreting company’s data to facilitate recommendations.
- Developing and writing research reports and publications to be presented to the management and shareholders.
- Financial modelling: Input of data into proprietary financial models to create charts, dashboards and supporting materials.
- Maintaining up to date knowledge of financial services industry happenings and current events.
- Conducting primary research from industry sources.