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MANAGED INVESTMENT ACCOUNT
 
e Managed Investment Account - Portfolio Management

e Asset Allocation - Personal/Institutional Clients

Managed Investment Account - Portfolio Management
Managed Investmente Is there a way to gain more control over your portfolio’s performance and the effect it has on the rest of your financial life? The answer is “yes”. Our investment advisory service gives you flexibility in a number of ways

e A managed investment account is a portfolio of stocks,bonds,investment note sowned by individual or institutional investor. We provide you with professional guidance on decisions to buy or sell based on your objectives. Usually, this account management style(s) is customized to meet your specific needs

e While managed accounts resemble mutual funds in some ways, there are differences. With a managed account you own individual securities rather than shares of a common fund. You may also request our investment Managers to make certain investments or avoid others, which you can’t do with a mutual fund. And you can ask the manager to sell certain holdings in your account to realize capital gains

e Managed accounts can help you manage your liabilities, they can help provide liquidity, and they can help you manage risks

e The account allows for share purchase lending, Asset-backed lending e.t.c

e The investment minimum for this account is fixed based on your financial goal

e Your portfolio manager ensures that you receive regular portfolio valuation report, market update and other value added services
 
Asset Allocation - Personal/Institutional Clients
Real Asset
What is your style?

Much like everyone has a different personality, each investor will have their own investing style. At ICML, we understand that some investors are risk takers by nature, willing to place large sums of money on highly speculative investments. Others prefer the absolute security of cash even if it means that the actual buying power of their money diminishes due to inflation. This is why we tailor our services to deliver on your style.

Conservative investors generally feel that safe guarding what they have is their top priority. More formally, this approach is called capital preservation. These investors want to avoid risk – particularly the risk of losing any principal- even if that means they’ll settle for very modest returns.

Moderate investors want to increase the value of their portfolios while protecting their assets from the risk of major losses. They usually buffer the volatility of growth investments, such as stock, with a substantial portion of their portfolio allocated to produce regular income and preserve principal.

Aggressive investors concentrate on investments that have the potential for significant growth. They are willing to take the risk of losing some of their principal, with the expectation that they will realize greater returns.

 
 
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