Portfolio Management
At LeadCapital, we believe that the professional management of an investment portfolio is the key to achieving sustainable long-term growth. Given the technical competence and experience of our people, LeadCapital is well equipped to provide a range of investment management services covering investments in the fixed-income, equity, and currency markets. LeadCapital’s investment managers are trained to build and manage portfolios that reflect the investment style and unique requirements of each client.
LeadCapital is committed to preserving and growing capital in a manner that is consistent with the objectives of each client. Personal meetings set the stage for long-term relationships relationship. At these meetings, the client’s goals are carefully considered, providing the necessary background information required for the articulation of an appropriate investment strategy.
Our portfolio management services are designed for institutions and high net worth investors with assets worth N5 million or more. LeadCapital’s offers a tailored investment portfolio management service to each client. An investment management committee is dedicated to constructing each client’s portfolio, even as relationship offers assumes the responsibility for investment decisions. Period reports are sent to clients and form the basis of a periodic review of each client’s objectives and targets in the light of the changing investment environment.
LeadCapital’s Portfolio Management Services are broadly classified into discretionary management and advisory management.
Discretionary Portfolio Management
Under the discretionary portfolio management service, LeadCapital takes care of all the day-to-day investment decision-making and administration on behalf of the client. Subject to the client’s declared biases, LeadCapital is given the full discretion to decide when and what to buy or sell. As a result, LeadCapital is able to act promptly by eliminating the potential delays associated with obtaining approvals from a client before executing trades.
Customised Investment Performance reports are prepared for each client and investment targets are reviewed in the light of the changing conditions of the market. Regular meetings provide a forum for LeadCapital to report the performance of the client’s portfolio in the light of the customer’s declared investment objectives and agreed performance benchmarks. |
