Managing your investments

Through the Capital Markets business PCM wants to optimize the daily management of your financial flow and risks.

In order to meet these requirements, PCM has adopted an investment management process which involves the following steps:

Determination of investment objectives and constraints

By combining different investment objectives and constraints, we can determine the objectives for performance and client risk.

Developing an Investment Policy Statement (EPP)

The EPP describes the strategies that the Investment Committee will adopt and the steps the Manager will take to achieve the client’s investment objectives.

It will depict the portfolio management styles and strategies as well as the appropriate organization to conduct the activity.

Establishing strategic portfolio allocation

Asset allocation represents the proportion of the portfolio invested in each asset class.

This involves setting the proportion that will be invested in cash, debt, equity and other financial products.

This decision depends on the objectives and constraints of the client, as well as the returns and risks offered on the capital markets.

Selection of individual securities

This step involves selecting which securities will be included in the portfolio.

Monitoring the evolution of the market

This information will be collected and the documents will be developed as part of the financial research.  This will allow better monitoring of the evolution of the capital market and the situation of the client.

Assessment of portfolio performance

To evaluate the client’s portfolio, risk-adjusted performance measures will be used.

Rebalancing the portfolio

Rebalancing is the final step in the investment management process and is closely linked to performance monitoring and evaluation.

  • The depositary profession
  • Management under mandate
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