Sisung Group

 
SISUNG SERVICES

CAPITAL MARKETS

BROKERAGE SERVICES

ASSET MANAGEMENT

BUSINESS DEVELOPMENT
& CONSULTING

REAL ESTATE

VENTURE CAPITAL

HEALTHCARE FINANCE
CONSULTING

FILM FINANCE

REGULATED UTILITY
CONSULTING SERVICES

Portfolio Management Services

The Lake Pontchartrain Causeway
Each day 30,000 cars cross
Lake Pontchartrain on the
longest bridge in the world,
The Lake Pontchartrain Causeway.
The Sisung Group has provided
financial services to the Greater
New Orleans Expressway Commission
ranging from capital raising to asset
management for over 20 years.

In today’s market, it is extremely important that investment portfolios are continuously monitored. Active portfolio management through asset allocation and prudent investment selection can improve portfolio performance and help manage risk during challenging economic conditions.

A new variety of financial products and a volatile market environment make daily – even hourly – market evaluation more valuable than ever. Our computerized office network tracks financial data in real time. SIMS professionals constantly evaluate today’s global financial markets with our clients’ needs in mind. In addition to Sisung’s investment professionals, to broaden the scope of our asset management services, from time to time we have enhanced our services by retaining sub-advisors that specialize in select types of fixed income and equity investments.

Fixed Income Portfolio Management

Our fixed income managers focus on creating diversified portfolios with definable and managed risks. Portfolios structured by Sisung Investment Management Services (SIMS) are customized to our clients’ guidelines and needs for liquidity, and take into account quality and duration in applicable market cycles. Sisung Investment Management Services utilizes its own interest rate forecasts and other relevant market data and research to provide the framework for evaluating investment selections. To maximize the potential for enhanced returns, we regularly analyze the fixed income securities held in our portfolios as well as new securities under consideration for purchase.

Equity Portfolio Management

Equity Portfolio Management

SIMS’ equity investment strategy creates an overall portfolio with these primary characteristics:

  • Diversification
  • Financial Strength
  • Growth
  • Liquidity

Strong fundamental research is a must in equity management. SIMS applies the results of its research to the development of portfolios that perform well over the projected market cycle, while maintaining a risk level consistent with the client’s objectives. Sisung’s equity managers constantly monitor the market and each security’s position and reposition a portfolio accordingly, in keeping with the client’s objectives.

Exchange Traded Fund Management

SIMS has developed the Efficient Portfolio of Investment Classes (EPIC) Investment Program, which incorporates a tactical asset allocation system and active asset management to create both domestic and global portfolios of exchange traded funds.

SIMS investment managers spend countless hours reviewing the real-time liquidity and business cycle economic indicators. They analyze independent market and industry research to develop a tactical asset allocation among various investment classes. Appropriate exchange traded funds are then selected to fill those allocations and structure the portfolios.

Portfolios are actively managed, repeating the above process on a continuous basis to provide the best chance for success. The EPIC program reduces the risk created by the selection of individual securities and is ideal for institutional clients.

SIMS Professional Asset Managers
SIMS professional asset managers draw from a wealth of business
and financial experience in the public and private sectors.

 

CLIENT RESOURCES
NETXCLIENT LINK
ALLIANCE
 
EMPLOYEE INTRANET
Place St. Charles 201 St. Charles Avenue, Suite 4240 New Orleans, La 70170 504.544.7700