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The
mandate is targeted to High Net Worth Investors and institutions seeking discretionary portfolio management with
a high level of professional services with direct communication at all time with the portfolio
manager.
A
portfolio management mandate is targeted to clients that are seeking a portfolio manager to
develop Investment Policies, construct and
manage portfolios and report to them on a regular basis.
The traditional belief that strategies geared
towards achieving higher return increase risk is not necessary true. Trading
activities including systematic high frequency trading, globalization of the
markets, correlations amongst asset classes and volatilities in general have changed
the way portfolios should be built and managed. Markets change rapidly and
widely. Interest rates are at all time low. Funding liabilities or
needs are increasing. It is the reason why it is even more important to have well
define investment strategies.
To
the discretion of our clients, portfolios are built using:
1)
an absolute return, a relative return or a combination of the two approaches.
2)
individual
securities, funds including Exchange Traded funds, hedge funds and alternative funds.
Depending
on the size, objectives, expectations and risk profiles, portfolios are managed
internally, externally or a combination of the two.
Japa
International does not take possession of funds. All funds are deposited
in custodial banks in segregated accounts (more tax efficient). As
registered portfolio manager, all of our fees are normally tax deductible on
taxable accounts.
What Sets us
Apart...
Why
portfolios need to be rebalanced?...
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