What is a Private Mandate ?
Private Mandate is a form of tailor-made wealth management solution where investing decisions, guided by predetermined risk parameters, are at the discretion of an investment manager. It is a popular choice among corporate and high-net-worth investors who wish to delegate this responsibility to a professional with sufficient resources to closely monitor and navigate market uncertainties.
A Portfolio Tailored For You
As the owner of a Private Mandate you are entitled to decide on:
Investment Objective
Clients are able to choose its investment objectives of the mandate to be either for capital preservation, steady income or capital growth. Our fund managers will then select the appropriate securities to meet its investment objectives.
Capital preservation
A conservative investment strategy where the primary goal is to preserve capital and prevent loss in a portfolio.
Steady Income
A balanced investment strategy that seeks out assets that guarantee a steady income supplement and produce some capital gains.
Capital Growth
An aggressive investment strategy that seeks more speculative investments or growth stocks in order to generate long-term capital appreciation.
Investment Principles
Clients may select the appropriate investment strategies for the fund managers to meet clients’ investing principles.
Conventional Investing
Conventional investing is an investment principles where clients have no investment concerns or restrictions and provide the flexibility for fund managers to invest in any stocks.
Shariah Investing
Shariah investing has existed in many years back to cater for clients who wish to invest in securities that comply with Shariah principles.
ESG Investing
ESG investing has evolved in recent years to meet the demands of institutional and retail investors, as well as certain public sector authorities, that wish to better incorporate long-term financial risks and opportunities into their investment decision making processes to generate long-term value.
Asset Allocation
Clients can have the flexibility to customize the asset classes by investing into multiple financial instruments in the portfolio.
Selected Market
Be it regional or domestic, clients can choose to invest in anywhere around the world depending on their risk appetite.
Investment Restriction & Limits
Clients may also set investment limits and restrictions in the portfolio to restrict fund managers from buying that are against the clients’ needs.
Investment Strategy
There are 2 fundamental styles of investing : Growth Investing & Value Investing.
Growth investing
An investment methodology that focuses on capitalizing on the future potential earnings of a young or small company whose earnings are expected to increase at an above-average rate compared to their industry sector or the overall market. As a rule of thumb, growth stocks tend to become very overvalued as the market becomes more and more optimistic on their future earning potential, leading to high Price per Earning ratios. Growth Investors tend to be the frontrunners to seek out new sectors and companies and reap strong profits from these emerging areas.
Value investing
An investment methodology that focuses on acquiring stocks when they appear to be trading for less than their intrinsic value and selling them when the market corrects and the chosen company’s stock price begins to align with the company’s long-term fundamentals. As a rule of thumb undervalued stocks tend to have relatively low P/E ratios. Value investors don’t buy trendy stocks (because they’re typically overpriced). Instead, they invest in companies that aren’t household names if the financials check out.
