Centras Securities experts developed special programs for clients in the sphere of asset management. When developing such programs they use an individual approach depending on a client’s needs and wishes. Centras Securities uses the principle of the efficiency of investments measured by an excess return adjusted for risk.  Our portfolio managers are competent and professional who have a good reputation and an abundant experience.

The main activities of asset management team are:

• Developing investment strategies in accordance with requirements and needs of a client (profitability, risk, terms, etc.);
• Development of an optimal portfolio (Benchmark);
• Portfolio structuring;
• Portfolio monitoring and analysis;
• Reporting.

Centras Securities offers the following investment strategies to its clients:

Conservative strategy

This strategy would lead to a portfolio that would include investments into instruments with a high level of reliability and liquidity. Such instruments cover government securities (GS), municipal, agency and other instruments having a low credit risk and time to maturity of 3 years.

Neutral strategy

Using this strategy a portfolio would consist of instruments with a mixed (something in between a conservative and an aggressive strategies) level of risk and liquidity but with a higher return.

Neutral portfolio strategy besides instruments of conservative strategy may contain instruments having a higher risk and longer durations of up to 5 years. Besides this strategy includes shares of the companies that are a part of major stock indices, such S&P 500 and FTSE 100.

Aggressive strategy

This strategy allows investments into instruments with high levels of risk and a high yield. It is allowed to invest a part of assets into instruments with durations of up to 10 years. Besides the share of equites in this portfolio is larger than in the neutral portfolio.

In each case the level of return and risk is determined for every portfolio individually depending on client’s requirements and wishes taking into account the Kazakhstan and international legislation.

For the purpose of maximising returns and following commonly established ethic principles Centras Securities sets transparency as one of the main goals of its activity. In turn transparency allows our clients to control company activities and the process of fund management.

Also Centras Securities experts can manage temporarily free funds (Cash management), including:

• Investing cash at current accounts into financial instruments;
• Availability of cash in the regime of a current account;
• Additional income.

Consulting and training

For a successful and fruitful cooperation Centras Securities offers its clients training programs and consultations on particular investments and some aspects of asset management. The company gives access to its analytical resources and conducts seminars and training sessions. At a client’s request a training session may be organized for its authorized personnel.

The aim of Centras Securities is to achieve high returns adjusted to risk. For this purpose we use all resources of the company including the international experience in asset management.