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To
provide totally independent & comprehensive investment
services to investors leveraging on ACTION FINANCE experience
with multi style, multi manager funds.
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Investors
may choose among the funds suited to their needs or take
advantage of the knowledge and experience acquired by ACTION
FINANCE to assist them in finding and monitoring other
managers.
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It
is fundamental to enable the client to achieve performance objective and make sure that risk remains at the desired level.
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Investment
& performance reporting, risk management along with client
servicing.
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Matching
investor needs with appropriate risk, by using a three stage
investment process (risk management, portfolio construction
and manager selection).
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Pursuing
an assorted but coherent approach by collecting data such as
correlation, volatility, downside risk and expected return.
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The
risk management activity is geared to point out the sources of
risk, limit major exposures, detect any inconsistencies in
actual portfolios, minimize downside risk, measure marginal tracking
error for
overall value at risk.
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The
performance & risk monitoring activity increases the understanding of risk assumed by each portfolio manager,
provides immediate feedback on investment decisions, minimizes
breach of investment guidelines.
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The
investment and performance reporting activity increases
transparency, enhances understanding of underlying portfolios,
highlights
portfolio dynamics both in term of risk and performance
(performance reporting, style analysis, performance attribution, risk
analysis).
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