Asset Management

Active investment portfolio management improves performance and manages risk

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.
In addition to Sisung’s investment professionals, to broaden the scope of our asset management services, we supplement our services by retaining sub-advisors that specialize in select types of fixed income and equity investments.

Diversified fixed income portfolios

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.
SIMS 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.

Strong equity portfolio management

SIMS’ equity investment strategy creates an overall portfolio with these primary characteristics:
Diversification
Financial Strength
Growth
Liquidity
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.

Continuous exchange traded fund management provides the best chance for success

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.