Asset management’s key function is to offer wealth and portfolio management services to retail and institutional investors who require professional expertise. Our portfolio management strategy aims to deliver attractive long-term returns through an active, integrated investment process that considers dynamic valuations which incorporate both top-down macroeconomic and bottom-up perspectives and analysis.
The Asset Management department also provides insights and analysis on the equity market through the provision of equity reports which analyses stocks listed on the Nigerian stock Market (NGX ASI).
These equity reports provide an overview of the industry, sector and company including historical price movement, financial performance, management strength and outlook for both the industry and company.
Products, Services and Income Channels
Fixed Income: The Fixed Income asset class guarantees a predetermined return to your investment and as such is the least risky of our asset classes. These are investments in the money market which are liquid and less volatile. Funds invested are short tenored and range from call, 30-365 days at competitive interest rates.
Equity Portfolio Management: This involves trading in stocks listed on the Nigerian Stock Exchange market. We provide advisory services to clients who are interested in the capital market for wealth accumulation and dividend yields. As a research-based institute, we carry out equity research across various sectors and respective key quoted companies in the Nigerian Stock Exchange (NGX).
We manage clients’ equity portfolios in collaboration with CSL Stockbrokers Limited. We also manage investor transactions and liaise with stockbrokers as well as resolve equity issues with registrars.
The value added by Financial Derivatives Company Limited to investors is in ensuring the right decisions are taken in growing their portfolios.
Products in the Pipeline
Dollar Mutual Fund: A dollar-denominated mutual fund designed for sophisticated, high net-worth individuals and institutional clients. The objective of the fund is to hedge against domestic political and currency risk through a broad-based and diversified investment in the US equity market.
Naira Mutual Fund: A naira-denominated mutual fund providing investors with the opportunity to invest in growth and value stocks that have potential of generating returns above inflation in the medium to long term. Our stock selection process will be driven by quality research.
Investment App: A mobile platform that offers access to investment options such as mutual funds, fixed income and commercial papers to individuals – locally and in diaspora – at competitive rates. The objective is to offer investors a range of investment alternatives that facilitate the diversification of their portfolios and ensure consistent returns, in a convenient manner.