In order to invest successfully, we design a portfolio management process to ensure that your investments are managed as a spectrum of diversified investments rather than unrelated individual holdings. A Keybase Capital Portfolio Management mandate allows you to sit with your Relationship Manager and define your investment policy. This investment policy defines your investment objectives (e.g. preservation of capital, capital growth, income generation, etc.); risk tolerance (below average, average, above average); expected rate of return; constraints (e.g. client’s values or ethics) and management style of the various asset classes contained in your portfolio. Guided by those investment policies, we create a tailor-made portfolio suited to your person.
The weight attached to each asset class in your portfolio is dependent on your risk tolerance. For a risk-adverse investor, a higher weight will be allocated to instruments within the fixed income asset class, such as Treasury bills, Fixed Placements, etc.
Harnessing robust trading software, we employ a sophisticated rebalancing strategy that's implemented consistently throughout the year to take advantage of market volatility as it happens (rather than rebalancing on a calendar basis).
Through an overlay of tactical and fundamental analysis. Parklane implement the best ideas and ‘Top Picks’ by analysts in each industry sector that fulfill the overall investment objective of the client. Choosing from a wide range of investment options, Parklane present the most suitable in options and avoid pitfalls of untested ideas.
Markets move fast and often, so you need a partner who understands the ever-changing investing landscape. We combine our patented simulation and optimization engines with thoughtful human insights to deliver a portfolio tailored to you. And in the process, we bring you institutional rigor you can benefit from as an individual investor.
By examining factors such as supply and demand, economic indicators, geopolitical events, and industry trends, investors can assess the overall health and direction of specific markets. This understanding helps investors identify patterns, anticipate market movements, and make informed decisions based on a comprehensive view of the market landscape.