Accresco is here to help you achieve your objectives.
Investment Management
Do you believe in growing or protecting your wealth?
Accresco is here to help you achieve your objectives. Rich of its 40 years of combined experience in the financial services sector – including trading, financial analysis and portfolio management – the Accresco team has developed knowledge of capital markets and is well-versed with different financial instruments to bring diversification to your portfolio.
Non-discretionary Portfolio Management
Our experienced and dedicated team shall accompany you in your investment journey by providing you precious advice and guide you through best execution. Final decision on your investment portfolio shall remain in your hands.
Discretionary Portfolio Management
The solution to you is a tailor-made one. We shall draw out your investment objectives, ability and willingness to take risk as well as your investment horizon. We shall hence be in a better position to identify the right products to match your investment needs and risk profile.
DYNAMIC APPROACH –
SCREENING TOP PERFORMERS
The best investment strategy is supported by solid research. We adopt a Top-down approach to research and screening of securities and investment products and make use of multiple metrics and tools to that effect. Our Investment Committee team re-evaluates the portfolio allocation every quarter and decides on the way forward. We also believe that efficient portfolio management is incomplete without best execution.
First screener
Asset classes
Analysis of Asset Classes and deciding on allocation.
Second screener
Macro economies
Analysis of Economies, and Currencies and allocation amongst regions.
Third screener
Sector, stock analysis
Selection of top performing sectors through valuation metrics and our ETF screener and Stock screener (Company analysis and valuation).
Evaluation
Investment Committee evaluates the selected investment Universe.
Best Execution
Evaluation of the best deal we can get for our universe including Technical Analysis.
Climate Change and Resource Scarcity
How responsible Investing changed investment landscape in 2020
Diversification
“Successful investing is about managing risk, not avoiding it.”
- Benjamin Graham
Risk management is about understanding and remaining within an investor’s acceptable level of risk. Building a portfolio with suitable investments that will work toward achieving an investor’s goals will also entail a conscious approach to minimise volatility of returns.
We seek to manage volatility of portfolio returns over time through:
- Diversification across asset classes, geographical locations, currencies, sectors and financial instruments.
- Limiting exposure to underlying assets through investment limits.
- Invest within a long-term strategy.
- Rebalancing of portfolio through a systematic approach.
- Keeping track of risk-adjusted return ratios.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
