PRUDENTIAL FINANCIAL

Prudential assists clients in constructing portfolios/mixtures of investments that are tailor made to the clients individual profile, risk tolerance as well as in depth research on the proposed investments. The portfolios we monitor on behalf of the client may include a variety of products such as stocks, treasury bills, and property related investments.

The Discretionary Portfolio Management and Advisory Services are bespoke services designed for private and institutional investors who would like to optimize their investment portfolios and maximize returns through active trading, liquidity management, professional portfolio construction, monitoring and reporting, in the context of rigorous risk management techniques. This service is also tailored to the diverse needs of institutional funds such as Pension funds, Charities, NGOs and Investment Groups.

Prudential is actively involved in trading and managing portfolios invested in publicly listed securities on the Nairobi Stock Exchange and reputable offshore investments

We monitor portfolios actively to ensure that the client reaps the maximum benefit, volatility is minimized, risk is effectively managed according to the client profile and transactions are effected in a timely manner. We aim to exploit market inefficiencies by purchasing securities that are undervalued and selling securities that are overvalued. Our transaction and product recommendations are based on thorough research and analysis of market data.

The portfolio managers on a daily basis review market events, expected movements and recommend activity in the individual portfolios. The team is supported in its everyday function by a modern portfolio management system that tracks performance and transactions on a daily basis on the different products. The reports generated including portfolio valuations are sent to the client monthly and they have also been made accessible online via password access.

For more information, contact us on info@prudential.co.ke