Invesci Asset Management (Private) Limited

We are a stand-alone asset management firm with no bank or insurance holding company – our asset allocation decision is driven purely by your investment needs and your risk/return profile.

We are client-centric – we will do anything legally possible to meet your investment needs and requirements. We are an active manager which is a style best suited for a frontier market. This allows us to take buy/sell positions ahead of the herd and believe in innovation & employ world class investment management practices.

Our research-driven approach means that we expend significant man-hours to produce independent, original & timeous research. Over the last four years we have developed our deep research proprietary database of quantitative & qualitative research which provides early filters for the discovery & maintenance of investment grade securities.

We utilise an integrated model of macro & micro analysis where the results of a bottom-up research process are corroborated with a top-down analysis. The output of this disciplined process is a strategic asset allocation which feeds into our model portfolios for conservative, balanced growth & aggressive portfolios.

Area of expertise

Portfolio management

Segregated portfolios

Unit trusts

Asset & Liability Modeling

Trustee and Investor training services