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Phoenix Capital Management, Côte d'Ivoire - Portfolio Management services

BRVM Equities: ABJC : 48,000 FCFA ♦ BICC : 82,000 FCFA ♦ BNBC : 78,000 FCFA ♦ BOAB : 118,000 FCFA ♦ BOABF : 99,000 FCFA ♦ BOAC : 94,000 FCFA ♦ BOAN : 79,500 FCFA ♦ BOAS : 74,000 FCFA ♦ CABC : 70,000 FCFA ♦ CFAC : 72,530 FCFA ♦ CIEC : 74,500 FCFA ♦ ETIT : 47 FCFA ♦ FTSC : 35,000 FCFA ♦ NEIC : 4,215 FCFA ♦ NTLC : 48,000 FCFA ♦ ONTBF : 7,100 FCFA ♦ PALC : 17,605 FCFA ♦ PRSC : 175,300 FCFA ♦ SAFC : 24,480 FCFA ♦ SDCC : 66,000 FCFA ♦ SDSC : 169,000 FCFA ♦ SEMC : 22,850 FCFA ♦ SGBC : 95,500 FCFA ♦ SHEC : 65,000 FCFA ♦ SICC : 5,000 FCFA ♦ SIVC : 22,500 FCFA ♦ SLBC : 188,000 FCFA ♦ SMBC : 18,000 FCFA ♦ SNTS : 25,000 FCFA ♦ SOGC : 24,000 FCFA ♦ SPHC : 15,000 FCFA ♦ STAC : 35,475 FCFA ♦ STBC : 149,000 FCFA ♦ SVOC : 5,090 FCFA ♦ TTLC : 183,000 FCFA ♦ TTLS : 30,900 FCFA ♦ TTRC : 490 FCFA ♦ UNLC : 37,000 FCFA ♦ UNXC : 70,000 FCFA

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Portfolio Management
Our services

To meet the requirement of the profession and be GIPS compliant (Global Investment Performance Standards), as well as to perform attribution analysis, the investment management process of PCM follows the steps outlined hereunder:

Definition of investment objectives and risk constraints

The client's risk tolerance and performance objectives will be assessed by combining the different investment targets and constraints.

Development of an Investment Policy Statement (IPS)

The IPS outlines the strategies that the investment committee will adopt and the steps that the manager will follow to reach the client's investment objectives. It will describe the investment management style and strategy and the appropriate organisation to conduct the business.

Strategic structuring of the portfolio

The asset allocation is the diversification of the portfolio invested in each asset class. It means that the amount invested in cash, debts, equities and other financial products needs to be defined. This decision depends on the client's objectives and constraints as well as on the risks and returns of the capital markets.

Stock picking

The stock picking step consists in selecting the securities that will be included in the portfolio.

Market monitoring

The collected information and the documents needed in the financial market analysis will allow us to better follow-up the capital market trend and the client's situation.

Portfolio performance monitoring

To monitor the client's portfolio, we will use risk-adjusted performance measurements.

Portfolio rebalancing

The rebalancing is the final step in the financial management process and is closely linked to the monitoring and the measurement of the performance.

  • Custodian functions
  • Discretionary management

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