Portfolio Management

Portfolio management is a critical component of achieving financial success, and Asset Finance & Management Limited stands out as a leader in this field. By combining personalized strategies, advanced tools, and expert guidance, they empower clients to navigate the complexities of the financial markets with confidence. Whether you’re an individual investor or an institutional client, their portfolio management services are designed to help you achieve your financial aspirations while safeguarding your assets.

Portfolio Management

At Asset Finance & Management Limited (AFML), we build the portfolio, but God gives the reward. Trust is the sacred element in portfolio management. With our knowledge of the market, we assist clients to build a well diversified portfolio mix that will ensure optimal return on investment.

We undertake careful selection of securities, monitor and recommend periodic review and switching of your portfolio. Your ability to make meaningful investment decisions will depend on the timeliness of information available on your investment. With our online information and other facilities at your disposal, decision-making process will be enhanced. We render accurate account and maintain proper records of your investments.

We research into the market and monitor the trends and thus our clients to take advantage of the benefits inherent in the capital market. We’ve been helping clients on alternative investment opportunities ever since the inception of our company. Today, thanks to this heritage, we have a range of investment options that meet the needs of our different clients. Because of our exceptional alternative investing know-how, clients can benefit from our experience, global industry knowledge and institutional investment platform. Our conviction-led approach is driven by investment performance and the needs of our clients. We have a long history of identifying and working with what we consider to be ‘best-in-class’ personnel, and we focus on identifying exclusive opportunities that we believe will deliver returns that reward an illiquidity premium. With an extensive community of clients and our wider internal network, Asset Finance & Management Limited (AFML) connects those with the potential and the impetus to drive business growth with the businesses of tomorrow.

This area of our business offers you products with clear investment profiles based on your holistic investment needs. Your portfolio can be based completely or partially on products developed by Investment Solutions. We offer three kinds of investment solution products of which index-managed equities and fixed income based products are one kind. Our offering includes active, rule-based funds which enable us to manage global to local investment universes while focusing on equities. We also provide funds with a multi-asset approach – here our flagship products are total return-oriented funds. Index products aim to provide cost efficient, exacting exposure in specific investment areas. The performance targets of our rule-based products relate to their respective benchmarks; they also aim for a lower absolute risk than their benchmark. The primary goal of our multi asset products is to create total return at varying risk levels as well as minimise the drawdown risk. Our teams of highly specialised, experienced team members ensure thorough research and insightful decisions

Portfolio Management Strategies Employed by Asset Finance & Management Limited
1. Growth-Oriented Strategy 
  • Ideal for clients seeking higher returns over the long term.
  • Focuses on investing in high-growth assets such as equities, emerging markets, and innovative industries.
2. Income-Focused Strategy 
  • Designed for clients prioritizing steady cash flow.
  • Includes investments in dividend-paying stocks, bonds, and real estate investment trusts (REITs).
3. Balanced Strategy 
  • Combines growth and income objectives by allocating assets across a mix of equities and fixed-income instruments.
  • Suitable for clients seeking moderate risk with consistent returns.
4. Defensive Strategy 
  • Targets capital preservation during volatile or uncertain market conditions.
  • Includes investments in low-risk assets such as government bonds, blue-chip stocks, and gold.
5. ESG (Environmental, Social, Governance) Investing 
  • Aligns investments with ethical and sustainable values.
  • Focuses on companies with strong ESG practices, contributing positively to society and the environment.