Portfolio and Asset Management
Managing assets today requires agility, innovation and a constant re-assessment of assumptions and risks. Sartus manages assets under both discretionary and advisory mandates. We work with our clients to define their investment horizon, their risk profile and their targeted investment criteria.
This allows us to provide a bespoke and tailor-made investment service for our clients. Our approach encompasses asset allocation decisions, tactical trading, currency and other hedging overlays, individual investment selection, and constant risk monitoring and control.
We regularly update our clients and work with them to deliver long-term investment performance and support. We also partner with best-in-class portfolio managers and invite them to joint venture with us to access prime opportunities -- specifically areas of investment where there are either high barriers to entry or certain niche products that allow the clients privileged access to unique investments.
This includes specific thematic investment opportunities, for example in areas of the new economy such as mobile payments, robotics, and sustainable energy. It also encompasses accessing closed funds and alternative strategies that are not normally available to individual investors. Our management takes the lead in upholding our stringent compliance and risk oversight requirements.
