| Our overall value chain describes the way Charles Fleming
Co Ltd Asset Management brings its products and services to
its clients. The value chain has five major components: research
and analysis, portfolio management, client relationship management,
risk management & product control, and product development.
The overall value chain is made up of two interesting value
circles that operate to incorporate continuous feedback between
the five different portions of the process.
The first three parts of the process form an inner value circle
and work predominantly in a sequential manner – that
is, research and analysis provide data inputs to portfolio
managers, who add their professional expertise and construct
and manage the portfolio. Client relationship managers then
work with clients, providing information and receiving feedback
on the client’s investment selection with Charles Fleming
Asset Management. The selection is revised and updated according
to performance, market conditions and the client’s wishes
and these new parameters are then factored back into the research
and analysis stage.
Working to underpin and regulate this “inner production
process” are the other two components of the value chain
– risk management & product control, and product
development. These processes interact with the inner value
circle continuously. Risk management & product control
is an internal control function, which ensures that investments
are being managed in a way that reflects the parameters of
the client selection and best business practice. Product development
is the result of both product and market insights generated
by Charles Fleming Asset Management and client feedback and
desires.
On the product side, our Asset Management division offers
products and services in all major asset classes including:
equities, fixed income, balanced and alternatives. We offer
advisory, custodial and multi-manager services for clients
and make products available of other service providers in
open architecture platforms.
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