Our Approach

At SWAN Capital Solutions, we listen to every client’s needs, and design the very best choices for them, consistent with their unique circumstances and financial goals. We deliver investment solutions focused on strategic asset allocation, risk management and changing economic and regulatory landscape. Our team considers your financial goals and risk tolerance to ensure a diversified asset allocation while spreading the risk of your portfolio.

Our structured approach is founded on two major pillars:

Investment needs:

Expected liabilities, risk tolerance, investment constraints, and investment goals

Capital market expectations:

Returns, volatility/risks, correlation of returns and time horizon of investment

Our Investment Philosophy

Our investment philosophy is focused on the principle of value investments. We dissect each investment in its most intricate detail. We also believe in searching for enduring trends rather than temporary or speculative avenues.
Conducting business honourably, ethically and with utmost professionalism is on top of mind for our people. Before focusing on Return on Equity (RoE), we privilege Return on Ethics (RoE) as underpinned by our clean legal record and no outstanding legal claims.

Our Investment Process

Our investment process is centred around, and begins with, understanding our client's investment goals, risk appetite, and investment horizon. Our research team screens an array of ideas to identify and test potential investments for the portfolio creation. A top-down analysis is mainly performed for international markets while a bottom-up analysis is the preferred method for local market. Once we have agreed on these parameters, the appropriate measure will be chosen for the portfolio mandate and the strategy and asset allocation will be considered by the investment manager in collaboration with our Strategic Asset Allocation Committee.

Strategic Investment

The Committee provides leadership by overseeing investment portfolios, supervising the Fund Manager, ensuring risk control and diversification and monitoring asset allocation and performance of portfolios. The Committee comprises of both Executive and Non-Executive Members who meet on a regular basis to ensure superior performance and service excellence to clients.

Fund Manager

The Fund Management Team, consisting of the Manager, one Senior Fund Manager, one Equity Fund Manager and one Fixed Income Fund Manager, works collaboratively to identify opportunities across asset classes. They utilise seasoned judgement and advanced proprietary analytical and risk management tools and seek to build and manage optimal portfolios that maximise net-of-fee, risk-adjusted returns.

Investment Team

The Team includes Equity and Fixed Income analysts with a unique set of technical and analytical skills. Together they design, build, and deliver bespoke investment solutions based on the requirements of existing clients, prospective clients, and fund managers.