Capital Market Research
Investment portfolio monitoring is the responsibility of institutional investment manager. However, the rapid and dynamic development in the industry has brought up great challenges in the supervision of investment portfolio, especially for those who do not have a background in the field of investment. We are here to help bridging the parties involved in investment portfolio supervision.
One of our services we provide is being Oversight Committee with its tasks are as follows:
- Evaluating investment portfolio performance and target achievement potency.
- Evaluating market and economic development.
- Describing the results of evaluations that have been conducted to Board of Directors and stakeholders.
- Providing any further suggestions that need to be done
The main consideration for investors in optimizing the investment decision is to maximize the rate of return of investment on certain risk. Portfolio risk evaluation aims to enable identification whether the established portfolio can provide a relatively optimal return rate compared to the level of risk borne by considering several indicators such as interest rates, time periods, benchmarks, investment objectives, etc.
Our team will assist you to prepare the portfolio risk evaluation periodically which aim to justify the investment decision making in the future.
In making investment decision, the company needs to consider many aspects, i.e. economic risk, benefits, law, tax and accounting, as well as the possible consequences of transactions. The portfolio evaluation report helps the company to see its current portfolio condition and company’s performance potential compared to global and domestic market conditions.
Our team will assist you to prepare the portfolio evaluation report periodically which aim to justify the investment decision making in the future.