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“cookie-cutter” approach in managing clients' money.Each
client's objectives, risk tolerance and legal restrictions are individually
analyzed in order to design a customized portfolio. The portfolio
is constructed based on fundamental and technical analysis of individual
securities and sectors, statistical analysis and an asset allocation
model using proper risk analysis. The purpose of using advanced
financial concepts both in macro and micro contexts of a portfolio
and its underlying assets is to reduce the unsystematic risk. The
process continues with on going measurement and evaluation of performance
relative to benchmarks.
Overall,
Union Capital portfolio managers follow international standard portfolio
management techniques and use The Code of Ethics and The Standards
of Professional Conduct of the Association for Investment Management
and Research (AIMR). This includes using international standards
of compliance which in turn protects the clients' interest. The
experience and knowledge portfolio manager along with the support
from Research make Union Capital the best choice in portfolio management
in Bangladesh.
Union
Capital's strategy for the portfolio management business begins
with education. The need to raise awareness of savings and investment
is the initial focus. Union Capital's education program starts with
financial and retirement planning ideas. At the more sophisticated
investor level, seminars are held on investments and the function
of capital markets. The concepts like diversification, risk versus
return and the benefits of professional portfolio management are
presented.
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