PMS/AIF

Professional Investment Solutions through PMS and AIF

Specialised investment strategies for eligible and informed investors

Portfolio Management Services and Alternative Investment Funds provide professionally managed investment strategies for investors seeking specialised portfolio structures beyond conventional retail investment products. These solutions may invest across listed securities, private markets, debt instruments, real assets, or other permitted opportunities depending on the strategy and regulatory framework.

Understanding PMS and AIF

Portfolio Management Services generally involve the professional management of an investor’s portfolio under a defined investment mandate. Alternative Investment Funds pool capital from eligible investors and invest according to a stated strategy. Both products may involve higher risk, longer investment horizons, limited liquidity, concentrated exposure, and specialised fee structures.

Common Investment Approaches

• Equity Strategies: Portfolios focused on listed companies selected according to a defined investment philosophy.
• Debt Strategies: Strategies investing in permitted fixed-income, structured credit, or related instruments.
• Private Market Strategies: Exposure to eligible private equity, venture capital, private credit, or unlisted opportunities.
• Special Situation Strategies: Investments based on corporate events, market dislocations, restructuring, or other identified opportunities.
• Multi-Asset Strategies: Allocation across multiple asset classes based on the stated investment mandate.

Key Features

• Professional Management: Portfolios are managed by experienced investment professionals according to a documented strategy.
• Defined Investment Mandate: Each strategy follows specified objectives, asset categories, risk parameters, and selection processes.
• Portfolio Reporting: Investors may receive periodic reports covering holdings, transactions, performance, and applicable charges.
• Specialised Opportunities: Certain strategies may provide exposure to investment opportunities not commonly available through traditional retail products.
• Risk-Based Selection: Product suitability depends on the investor’s financial capacity, risk tolerance, liquidity requirements, and investment horizon.

PMS and AIF solutions may be considered by eligible investors who understand the associated risks, fee structures, liquidity conditions, and investment time horizons. A detailed suitability assessment and review of the relevant disclosure documents should be completed before investing.

Disclaimer: Investments in PMS and AIF products are subject to market, liquidity, concentration, credit, operational, and other risks. Past performance does not indicate or guarantee future results. Investors should carefully review the disclosure document, private placement memorandum, investment agreement, fee structure, taxation, risk factors, eligibility conditions, and applicable regulatory requirements before investing.