Our investment philosophy
Fineis Capital is an investment-led service company, offering wealth and asset management related advisory services
to Individuals, High Net Worth Individuals, Corporate and Institutional Clients globally. Our Ambition is to develop unrivalled
investment expertise as well as innovative solutions in Africa by delivering superior risk-adjusted returns to our investors.
3 pillars
Risk Management
Alpha Generation
Alpha Generation
Impact Investing
4 steps
Step 1. Client information
Investable Capital
Time Horizon
Return Objectives
Redemption Cycle
Step 2. Investment Strategy
Customized Portfolio Strategy
Risk Appetite
Agreed Guidelines
ESG & Impact Investing
Step 3. Policy Guidelines
Asset Allocation
Diversification Policy
Rebalancing
Benchmark
Constraints
Step 4. Portfolio Monitoring
Portfolio Monitoring
Risk Management
Performance Attribution
Statements & Reporting