INVESTMENT MANAGEMENT

THE THREE KEY TASKS OF INVESTMENT MANAGEMENT

Investment management firms need key information such as how much the client has to invest, how much return they want, when they'll need to access their money, and how much they're willing to risk losing.

Investments range from cash deposits and government bonds to shares in new companies with unpredictable futures. An investment management company needs to be aware of the possibilities and calculate the investment risks and returns of each. That's the job of an investment analyst.

Each client needs a portfolio of investments that match their goals. A diverse portfolio, with investments spread across many different assets, reduces risk it's a case of not putting all your eggs in one basket.

THROUGH ACTIVE MANAGEMENT, WE CREATE VALUE FOR OUR CLIENTS.

1

EQUITIES

Our equities team believes in growth investing through a bottom-up, total return approach. With an investment style centered on Growth principles, we believe that earnings growth is the long-term driver of stock price performance and therefore aim to invest in growth companies with proven track records or growth potential which has been underestimated by the market. This is best accomplished through our investment approach, based on deep understanding of the companies and markets we invest in.
2

FIXED INCOME

SFBank fixed income team believes in active management, that is grounded in a robust and disciplined investment approach. We believe that careful, in-depth credit selection is the key to generating alpha and maintain a strong valuation discipline when investing in our fixed income portfolios. Our investment process is a combination of top-down macro research driving interest rate management, currency and sector allocation; as well as bottom-up analysis for credit selection and yield curve positioning.
3

MULTI-ASSET

Even as we focus on generating returns, we maintain a strong focus on downside risk management. Allocation is a key determinant of portfolio returns and we provide investment strategies where the allocation decision is central to our investment process. Strategy diversification is necessary to deliver stable returns and we use multiple investment engines to construct a multi-asset portfolio.
4

ALTERNATIVES

The Alternatives team believes that markets contain inefficiencies that can be exploited by alternative investment strategies. The vast experience and diverse backgrounds possessed by our team (across equities, bonds, derivatives, quantitative research, commodities and currencies) aptly position us in our analysis of different hedge fund strategies.