At ELD Asset Management Pte. Ltd., we understand that building and managing a diversified investment portfolio is essential for achieving your financial goals. Our Portfolio Solutions are designed to provide personalised strategies, expert guidance, and comprehensive management to help you optimise your investments and maximise returns.

Personalised portfolio design

We begin by understanding your financial objectives, risk tolerance, and time horison. Based on this information, we design a customised investment portfolio tailored to your unique needs. Our goal is to create a balanced and diversified portfolio that aligns with your financial goals.

Asset allocation

Effective asset allocation is key to managing risk and achieving optimal returns. Our team of experts analyses various asset classes, including equities, fixed income, real estate, and alternative investments, to determine the best allocation strategy for your portfolio.

Investment selection

We conduct thorough research and analysis to identify high-quality investment opportunities. Our investment selection process includes evaluating individual stocks, bonds, mutual funds, ETFs, and other investment vehicles to ensure they meet our rigorous standards.

Portfolio monitoring and rebalancing

Regular monitoring and rebalancing are essential for maintaining the desired risk-return profile of your portfolio. We continuously monitor your investments and make adjustments as needed to ensure your portfolio remains aligned with your financial goals and market conditions.

Risk management

Managing risk is a critical component of our portfolio solutions. We implement risk management strategies to protect your investments from market volatility and other potential risks. Our approach includes diversification, hedging, and other risk mitigation techniques.

Performance reporting

We provide transparent and comprehensive performance reporting to keep you informed about your portfolio’s progress. Our reports include detailed analysis of your investments, performance metrics, and insights into market trends.

Tax-efficient strategies

Maximising after-tax returns is an important aspect of our portfolio solutions. We employ tax-efficient investment strategies, such as tax-loss harvesting and asset location, to minimise your tax liabilities and enhance your overall returns.