Sophisticated Strategies.
Purposeful Investing.
Explore professionally managed and alternative investment solutions designed for investors seeking differentiated portfolio strategies.
Beyond Traditional Investment Solutions.
Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) are specialised investment structures designed for investors seeking strategies beyond conventional investment products.
These solutions can provide access to focused investment strategies, professional portfolio management and alternative investment opportunities, subject to the applicable eligibility and regulatory requirements.
What is PMS?
Portfolio Management Services provide a structured approach to managing an investment portfolio through professional portfolio management.
A More Focused Portfolio Approach
PMS can involve investing in a selected portfolio of securities based on a defined investment strategy. The portfolio is managed according to the mandate and objectives agreed with the investor.
Depending on the strategy, portfolios may focus on themes such as growth, value, quality, special situations or other investment approaches.
Portfolio Management
Professionally managed portfolios following a defined investment strategy.
Key Features of PMS
Professional Management
Investment decisions are managed according to the selected portfolio strategy.
Focused Strategy
Portfolios can be designed around specific investment philosophies and objectives.
Portfolio Monitoring
The portfolio can be reviewed based on the selected strategy and investment mandate.
Risk Awareness
Investment decisions should always consider portfolio risk and investor suitability.
What is AIF?
Alternative Investment Funds are privately pooled investment vehicles that follow defined investment strategies and mandates.
Alternative Strategies
AIFs can provide access to investment strategies beyond traditional publicly traded investments, depending on the fund mandate.
Private Opportunities
Certain AIF strategies may invest in private, unlisted or specialised opportunities.
Diversified Strategies
Depending on the mandate, AIFs may invest across multiple asset classes and investment strategies.
Understanding AIF Categories
AIFs are broadly classified into different categories based on their investment strategies and regulatory framework.
Category I AIF
Funds generally focused on sectors or areas considered socially or economically desirable under the applicable regulatory framework.
Category II AIF
A broad category covering several private-market and alternative investment strategies.
Category III AIF
Funds that may employ diverse or complex investment and trading strategies within the applicable framework.
PMS vs AIF
| Aspect | PMS | AIF |
|---|---|---|
| Structure | Portfolio management arrangement | Privately pooled investment vehicle |
| Investment Approach | Defined portfolio strategy | Fund-specific investment strategy |
| Portfolio | Managed portfolio of securities | Depends on the fund mandate |
| Strategy | Focused portfolio management | Alternative investment strategies |
| Suitability | Suitable only for investors meeting applicable requirements | Suitable only for eligible investors meeting applicable requirements |
Built for Investors Seeking Specialised Strategies
Focused Objectives
Investment strategies can be aligned with specific portfolio objectives.
Professional Expertise
Investment strategies are managed by professional investment teams according to their mandates.
Alternative Exposure
Certain strategies can provide exposure to investments beyond traditional products.
Portfolio Diversification
Alternative strategies may complement other investments within a broader portfolio.
Who May Consider PMS & AIF?
These solutions are generally intended for investors who meet the applicable eligibility, minimum investment and suitability requirements.
Experienced Investors
Investors who understand market fluctuations and investment risks.
Diversification Seekers
Investors looking to diversify their overall portfolio through suitable alternative strategies.
Long-Term Investors
Investors with suitable investment horizons and clearly defined financial objectives.
A Structured Approach to Investing
Understand Your Goals
Discuss your investment objectives, financial position, time horizon and risk profile.
Evaluate Suitability
Determine whether the selected investment solution is appropriate based on applicable requirements.
Select Strategy
Review available strategies, mandates and associated risks before making an investment.
Review & Monitor
Review your investments periodically in line with your objectives and changing circumstances.
Sophisticated Investing With Clarity & Discipline.
Our approach focuses on understanding the investor, evaluating suitability and maintaining transparency throughout the investment journey.
Looking for a More Specialised Investment Approach?
Connect with our team to understand whether PMS or AIF solutions may be suitable for your investment objectives and risk profile.
PMS and AIF investments involve market and other investment risks and may be suitable only for investors meeting applicable eligibility and suitability requirements. Investment values may fluctuate and investors may lose part or all of their invested capital. Past performance is not indicative of future results. Investors should carefully review the relevant offer documents, terms, risks and disclosures before investing.