Investment Portfolio Management
Investment Portfolio Management is a blend of art and science in making decisions about investments and policy, matching investments to objectives and individuals aims, asset allocation for both individuals and institutions, and balancing risk against performance (while taking into account each individuals risk levels). Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, in the attempt to maximize return at a given appetite for risk.
Once we understand the return you require from your capital, together with your attitude towards risk and capacity to absorb investment losses we are in a position to build your investment portfolio. This involves us creating your asset allocation framework to balance the risk you are prepared to accept against the return you hope to achieve
Your portfolio will be consulted in detail by each AFA Capital team
- Stocks – Includes analysis of listed stocks and investment opportunities in unlisted businesses
- Bonds – Analyzing long-term risks and yields as well as fluctuations of less than 1 year of government bonds and corporate bonds
- Real Estate Precious Metals and Foreign Currency – Analyze and update price trends, impact factors for customers to balance the proportion of assets