INVESTMENT MANAGEMENT
DISCRETIONARY | ADVISORY
DISCRETIONARY
DCAM’s Discretionary Investment Management business model has been in place since its inception in 2007 and has proved its viability over the years. DCS has built its investment management framework with the benefit of DCAM’s experience.
We offer Discretionary Portfolio Management (“DPM”) of clients’ portfolio(s) via segregated account(s) at the clients designated bank(s) of choice, typically selected from a number of custodian banks whereby we have an External Asset Manager (“EAM”) agreements in place.
The objective of the EAM agreements is to institutionalise the relationship between us and the Banks , by defining a framework of cooperation.
We predominantly manage our client’s portfolios in long-only investment strategies, via single line holdings under well-defined Asset Allocation guidelines and risk parameters in nine investment mandates.
In addition, DCAM offers four Islamic or “Wakalah” investment mandates.
We maintain a well-defined investment management process in implementing the respective investment strategies as they would apply to each investment mandate that we offer. The investment strategy is aligned across the group as directed by the Group Investment Management Committee:
Group Investment Management Committee
Emile E. Chammas – Group Head of Investments
Charles M. Samen – Chief Investment Officer
Mohamed Barrage – CFA, Senior Portfolio Manager
John S. Pollen – Portfolio Manager
Lionel Dalfin – Portfolio Manager
Rodolphe Bisseret – Senior Portfolio Manager
We maintain a robust Risk Management framework as part of the Portfolio Management System (“PMS”). Within this framework, a Portfolio Overview report is produced for each client.
ADVISORY
Advisory Investment Management services are offered to our clients on a standalone basis and / or to complement the DPM offering. All the Investment Mandates that are offered under the discretionary offering are equally offered as Advisory Mandates with the applicable risk profile.
We have in place an Investment Advisory Framework (“IAF”) that encompasses all the input from the Group Investment Management Committee. This includes but not limited to the investment strategy, asset allocation positioning, individual holdings in the respective asset classes and research analysis and / or other trading strategies, from which the investment advice is formulated.
The Senior Relationship Managers and / or the respective Advisory Desks, base their investment recommendations to their respective Clients on the IAF.
The Risk Management framework of the Portfolio Management System covers all the clients Advisory Mandates.
HIGHLIGHTS - CLIENT BENEFITS
Independent
We are an independent financial services group engaged directly by our clients to meet their various investment objectives.
Compensation
Support the group’s independence by being directly compensated by its clients hence avoiding any conflict of interest. The group default compensation model avoids retrocessions or rebates on commissions generated at the custodian banks.
Execution Pricing
Favourable pricing for execution / custody with the partnered Banks as negotiated within the EAM agreements.
Reporting
Comprehensive quarterly and annual reporting in addition to the client on-line access to the bank(s) where their portfolios are held.
Client Services
We deliver a superior service through a stable and committed team, distinguished by low staff turnover.