Institutional Investing

Institutional Investing

 

Institutional Clients

ABL Asset Management Company Limited (ABL Funds), provides a performance-driven and value-based approach to institutional investment management. It has a proven track record of generating strong absolute returns and relative returns against benchmark indices of over 10 years. While managing institutional investments, we draw on our capabilities and expertise to serve the diverse needs of institutional investors through prudent investment strategies.

We are managing the portfolio of more than 500 institutional investors including large Corporates, Private & Public Sector Organizations, Retirement Funds, Non- Profit Organizations, Endowment Funds and Academic Institutions, etc., This is reflective of our expertise in providing high quality, customized Portfolio Management and Advisory Services to the institutional clients, understanding the complexities of their broader financial landscape.

 

Our Philosophy

We are well aware of the fact that every institution has specific investment needs and objectives. We aim to partner with our valued clients by understanding their needs and goals comprehensively and providing them access to a wide array of asset classes to construct well-diversified portfolios with varied risk levels. Our extensive equity and fixed-income capital markets research teams provide superior, profound expertise to institutions. We make recommendations to help increase profitability while managing risk and meeting your investment guidelines.

Investment Options

ABL Funds can provide a range of solutions to help you meet your unique investment objectives. Our investment management solutions are broadly categorized into Funds Only Management and Separately Managed Accounts.

Funds Only Management

ABL Funds’s mutual funds’ solutions are spread over various asset classes such as Equities, Bonds, Sukuks and other short-term instruments. These solutions are based on a single fund or a diversified portfolio of funds that best suit the client’s profile and investment policy. We aid institutional investors build cost-efficient portfolios through portfolio diversification across various mutual funds. Review our product offerings to make an informed investment decision.

For more information on what we offer, Click Here

 

Separately Managed Accounts (SMAs)

Typically, SMA is a customized solution based on portfolio of individual securities managed on your behalf by a professional asset management firm. These are best suited for the clients with specific investment requirements. You own the individual securities, which can provide the ownership, control, and transparency you deserve.

The SMA services are categorized into Discretionary and Non-Discretionary Portfolio Management Services and Investment Advisory solutions. We’ll work with you to find the managed account that fits your needs and our dedicated institutional teams will co-ordinate the servicing of your mandate, including performance reporting and the arrangement of regular meetings to keep you up to date with your investment performance. We currently manage a number of SMAs across various asset classes spanning the risk return spectrum.

We offer following services to institutional investors in SMAs:

Discretionary Portfolio Management

It includes Portfolio Management based on Investment Objective, Constraints and Risk Profile of the Investor. ABL Funds has full discretion over the ultimate investment decisions and strategies employed in the portfolio of its clients.

Non-Discretionary Portfolio Management

It includes Joint decision making with the client based on agreed parameters including Risk profiling, suggestion of Asset Allocation and Execution of Trade (choice and timing of Investment decision remains with client).

 

Investment Advisory

Investment Advisory covers Risk profiling, suggesting investment ideas & strategies, however; the decisions rest solely with the investor.

 

Key Features of SMAs

  • Choice to select from an extensive range of investment strategies and asset classes
  • Partnering with the team to address your unique goals and needs Direct ownership of underlying securities
  • Quality and Personalized investment management
  • Customized Investment Policy Statement (IPS)
  • Transparency of the portfolio
  • Superior risk adjusted returns
  • Flexible fee structure
 

SMA Investment Strategies

SMAs Managed accounts are individually tailored investments designed to meet the specific objectives and needs of sophisticated investors. These accounts include a separate custodial account pursuant to an agreement and investment guidelines. Minimum investments vary by strategy.

Capital Preservation

We apply different financial models to ensure capital preservation with optimal profit and also cater liquidity needs of the investors.

 

Retirement Funds Management

We offer 360 degree solutions to fulfil regulatory compliance, audit and fund management with complete transparency through discretionary, non-discretionary and investment advisory

 

Customized Investment Policy

We can design tailor made product as per investment objective and to honor the investment policy of the fund.

 

Next Step

If you wish to explore investment solutions, please contact our institutional sales team who would be very happy to discuss how we can add value to your investment matters.

Southern Region

 
 
 

Central Region

 

Northern Region

 
 

*The return on investment is not fixed and is subject to market risks. If you want to evaluate fund performance, you may refer to the Latest Fund Manager Report.