Portfolio Monitoring for Large Existing Portfolio
If you are a big time investor in stock market, we provide an exclusive monitoring service for you. This is an outsourcing service wherein instead of hiring a dedicated employee to carry out your monitoring and return tracking, we will render this service for you. Since, our monitoring service is tracked through our in-house proprietary software, we will assure error free service thus eliminating any manual errors that may occur.
Portfolio Monitoring Service shall include three imperative phase as follows:
• Existing Portfolio Review
• Portfolio Reconstruction
• Portfolio Monitoring
PHASE I - EXISTING PORTFOLIO REVIEW
Background and Objective
Portfolio review involves assessing the stock allocation of a portfolio and balancing risk against performance. Portfolio optimization is all about identifying strengths, weaknesses, opportunities and threats in the choice of stocks and many other tradeoffs encountered in the attempt to maximize return for a given appetite of risk. Portfolio performance measures provide the necessary information for investors to assess how effectively their money has been invested. Many investors tend to focus exclusively on investment return, with little concern for investment risk. While portfolio returns are important, without evaluating risk-adjusted returns, an investor cannot possibly see the whole investment picture, which may inadvertently lead them to hold substandard portfolios.
The objective of a Portfolio Review is to identify risk and return associated in the existing portfolio, and make recommendations thereof.
Based on our portfolio review report, we shall carry out your portfolio reconstruction that will enhance your portfolio return and minimize portfolio risk.
PHASE II - PORTFOLIO RECONSTRUCTION
Background and Objective
The process of portfolio reconstruction entails readjusting your current portfolio to improve the portfolio positioning to achieve the optimal risk-reward combination, based on the Existing Portfolio Review conducted. The idea is to modify the entire portfolio by replacing the stocks deemed to bear high risk of erosion, and if necessary inject additional funds into the portfolio to achieve optimal diversification. This will mitigate the volatility and de-risk the existing portfolio to make the best aggregate shift.
The objective of Portfolio Reconstruction; therefore, is to improve the risk return spectrum of the portfolio and achieve portfolio optimization.
PHASE III - PORTFOLIO MONITORING
Background and Objective
Portfolio monitoring service offers ongoing comprehensive and efficient monitoring of the market and your portfolio with no interruption of your day-to-day business activities. Our monitoring provides sophisticated insights into the fundamental and technical details which matter most to large investors at their most vulnerable times and combines that information with technological solutions that allow you to understand your portfolio’s positioning. This allows you to get a more accurate expectation of your investment yield and total return and also allows you to assess your returns and compare with the benchmark and the long-term returns you're expecting.
To optimize portfolio performance and monitoring, we have an in-house proprietary software program that records all investment activity in a portfolio and provide ongoing valuation, compute performance parameters, and comparison with the benchmark. So, this service allows you to keep track of your investment by daily account access over the Internet and monthly portfolio performance reports, valuations, and any relevant updates on the market and your portfolio. Any incremental investment or divestment transactions that have to be are or are undertaken during a period are fully accounted for as part of the monitoring process.
We have the in-house skills and procedures to do more than watch for news stories involving our clients’ holdings. Our staff analyzes a company’s financial position, predicts the future impact of the disclosures on the stock’s price, and recommends an investment strategy and periodic adjustments to be made to the portfolio taking into account all of the investment factors.