Investing
Overview
Cash is the blood that flows through the vein of a business. Without it, no institution can stay alive.
We aim to help diverse institutions fulfil their business obligations and run successfully, managing their cash flow in the most efficient manner, while navigating various associated business risks.
Small Businesses & Startups
- Creating separation of personal and business assets
- Cashflow management
- Debt management and capital structure advisory
- Business valuation
- Owner/Employee compensation structure
- Tax benefit optimization
- Sale and monetization strategies
- Risk management strategies
- Mergers and acquisitions
Foundations & Endowments
Foundations and Endowments often have the mandate to sustainably operate long into the future.
Our experts can support the governing body of the Foundation or Endowment in the fulfilment of their fiduciary responsibility to prudently manage investment assets according to the unique objectives for which they are established.
- Documenting their Investment Policy Statement
- Establishing an appropriate governance system
- Selecting and coordinating service providers such as custodians, brokers, fund managers, and accountants
- Investment appraisal and performance measurement and attribution
- Achieving sufficient diversification across asset classes and individual securities according to the risk/return profile of the Fund
Cooperatives & Investment Clubs
Cooperative Societies and Investment Clubs exist to fulfill the shared objectives of their member.
We provide strategic advice to ensure that the investment of monies belonging to these entities does not detract from their aspirations, but, helps them to promote courses that they believe in without exposing them to undue risks.
Our advisors serve cooperatives and investment clubs in various ways such as;
- Documenting their Investment Policy Statement
- Establishing an appropriate governance system according to their charter
- Selecting and coordinating service providers such as custodians, brokers, fund managers, and accountants
- Investment appraisal and performance measurement and attribution
- Achieving sufficient diversification across asset classes and individual securities according to the collective risk/return profile of their members
Pension Fund Managers
Pension funds are regulated entities that must operate according to the investment needs of their underlying beneficiaries. We serve Pension Funds in three unique ways:
Research: Our robust research programs provide funds with expert insight into individual securities, industry segments, market segments, asset classes, and issuers to help them make optimal decisions in the allocation of their funds.
Model Portfolio: Pension Funds can replicate our various model portfolios as prescribed by the risk tolerance of their various Fund beneficiaries.
Governance: Establishment of a sound governance structure including preparation of Investment Policy Statements (IPS), third-party selection, performance measurement, and attribution.
Institutional/Government Fund Managers
Helping diverse institutions to make optimal investment decisions is a big part of what we do. Some institutions have the primary objective of defeasing liabilities, while others exist mainly to optimize and grow their assets.
We assist private and public institutions with investment strategies, in-depth securities and industry analysis, tools, and unlimited resources for making sound investment decisions to reach their investment objectives.
- Documenting their Investment Policy Statement
- Establishing an appropriate governance system
- Selecting and coordinating service providers such as custodians, brokers, fund managers, and accountants
- Investment appraisal, performance measurement and attribution
- Achieving sufficient diversification across asset classes and individual securities according to the risk/return profile of the Fund