Portfolio Management is a type of service where asset managers take decisions in order to match investments to client objectives, aiming to minimize risk in relation to the targeted performance.
The necessity of wealth preservation and income distribution is the reason AJK Wealth has successfully established different types of Fixed Income strategies to address a wide range of investments. The main objective of each of these strategies is to achieve returns that exceed the portfolio benchmarks. Moreover, our unique team of professional and experienced portfolio managers ensures proper diversification of the portfolios in different regions, sectors and currencies via single bonds and the selection of the best-in-class bond funds to ensure the preservation of clients’ wealth.
Our portfolio management process includes the establishment of the investment objectives, qualitative and quantitative screening of securities, selection and allocation of securities in line with the strategies predefined by the Investment Committee, along with continuous monitoring and re-balancing according to market conditions.