Separately Managed Account Services (SMAs)

Optimize assets and realize financial goals with separately managed account services managed by leading asset management experts at SSIAM.
Investing Information

SMAs for Institutional Investors

We dedicate ourselves to listening to, discussing, and working together with our clients to develop a personalized investment strategy.

Investing Information

Service Overview

Service Overview
Financial institutions and corporate clients typically choose SSIAM's SMA products to ensure that their profit-seeking investment objectives are professionally achieved. This is done by building a flexible and cautious portfolio in line with the direction of the institutional investor.

Investment Strategy

Investment Strategy

To achieve consistency in the investment strategy of the portfolio, the SSIAM team will work closely with institutional clients to survey and clearly define the investment goals, desired performance, and risk tolerance, along with other investing criteria.

Based on this, SSIAM will develop a tailored investment strategy for each institutional client, accompanied by mutually agreed-upon terms regarding investment restrictions, legal compliance, and investment duration. Additionally, the portfolio management contracts for this product will be highly flexible, allowing for updates and adjustments according to the specific needs of each institutional client at different market stages.

CONTACT US NOW

Contact us for detailed consultation:

Business Development Department
Hotline: 097 9463218
Email: [email protected]