Investment Process for Business

First of all, we recommend all the steps required for investment diversification for the ideal investment process. Likewise, this involves understanding each client’s goals for investment opportunities in wealth management.

Before Investing, We make each client go through an investment process of risk assessment. A discussion about their money situation, and their goals for the funds to invest with. Also, this method can become an Investment Policy Statement (IPS). For instance, a formal document that has the objectives, strategy, and limits for the money invested.

Our approach to real estate investment is founded on the following principles:

Strategy

Property is an imperfect asset class which creates opportunity. Exploiting property’s inefficiencies, which drives returns and hence influences our strategy
Property must be considered in relation to other asset classes and not in isolation
We listen to investors and tailor strategies to suit their requirements and attitude to risk

Stock Selection

Stock selection remains fundamentally important. This requires not only significant access to market opportunities but also the application of analytical techniques within the framework of a robust investment process

Asset Management

Property generates a regular cash flow that is responsive to asset management and contributes significantly to total return
Portfolios should be managed against a clearly defined strategic framework derived from detailed market knowledge and quantitative analysis
In recognition that property is a real asset, it needs to be managed effectively so as to exploit ‘added value’ opportunities

Research

Our internal and external top-down and bottom-up research underpins our portfolio strategies
Top-down research focuses on economic, financial and property market fundamentals, which lead to a set of strategic recommendations on sector and geographical allocation
Bottom-up research focuses on individual stock selection and active management potential

Conclusion

We have a well-defined investment process. Which is fundamental to the service we provide. Therefore, this process creates a strong yet flexible framework. For our investment professionals to work together. sharing ideas and challenging each other’s views. It is evolving and we continue to invest in the resources required to ensure it remains robust.

Your investment manager draws on the output from a series of committees covering strategic asset allocation. Investment selection such as equities, bonds and third-party funds; and corporate governance. These teams of experienced professionals meet to discuss the investment environment. And also any opportunities and risks they have identified.

In conclusion, investment managers take part in the investment process for instance from company visits and internal discussions. To analyzing external broker research and assessing investment themes. The process informs their decisions but your individual requirements remain paramount.