To optimize return and mitigate risk, we consider your
Cash flow and liquidity needs
Objectives, such as leaving a legacy or responsible investing
A Distinct Investment Philosophy
Before you invest in one of our discretionary portfolios, we want to ensure that you are aware of the principles that guide our approach to managing your investments. Our investment philosophy is built on five guiding principles that inform and underpin every investment decision we make on your behalf.
Risk and Reward
We believe that any return you expect to receive as an investor should match the degree of risk taken to achieve it. We’ll work with you to determine the level of risk and reward that is right for you.
We believe in investing for the longer term as we see greater potential to maintain the value of your capital and to achieve real growth in the value of your portfolio for the level of risk taken.
A single asset class rarely outperforms consistently, so we believe portfolios should be spread across multiple asset classes, fund managers, strategies, and even geographies and markets.
Using specialist managers
No one manager can deliver the best outcome every time so we believe in a multi-manager approach. We choose managers in each asset class and geography to ensure we access the right knowledge and expertise at the right time.
Fine-tuning the asset blend
We believe in proactive management, using our tactical expertise to adapt your portfolio with the aim of benefiting from potential opportunities to generate extra returns.
THIS MATERIAL IS FOR INFORMATIONAL PURPOSES ONLY AND IS PROVIDED SOLELY ON THE BASIS THAT IT WILL NOT CONSTITUTE INVESTMENT OR OTHER ADVICE OR A RECOMMENDATION RELATING TO ANY PERSON’S OR PLAN’S INVESTMENT OR OTHER DECISIONS, AND AURA SOLUTION COMPANY LIMITED (AURA) IS NOT A FIDUCIARY OR ADVISOR WITH RESPECT TO ANY PERSON OR PLAN BY REASON OF PROVIDING THE MATERIAL OR CONTENT HEREIN INCLUDING UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 OR DEPARTMENT OF LABOR REGULATIONS. PLAN SPONSORS AND OTHER FIDUCIARIES SHOULD CONSIDER THEIR OWN CIRCUMSTANCES IN ASSESSING ANY POTENTIAL COURSE OF ACTION.
This material is provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.
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This document has not been approved by, or filed with the Central Asset Management Company of the United Arab Emirates or the Securities and Commodities Authority. If you do not understand the contents of this document, you should consult with a financial advisor.
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DisclosuresDiversification does not guarantee profit or protect against loss in declining markets. Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.Real estate investments carry a certain degree of risk and may not be suitable for all investors.Fixed income securities are subject to availability and market fluctuation. These securities may be worth less than the original cost upon redemption. Certain high-yield/high-risk bonds carry particular market risks and may experience greater volatility in market value than investment-grade corporate bonds. Government bonds and Treasury bills are guaranteed by the U.S. & Thai government and, if held to maturity, offer a fixed rate of return and fixed principal value. Interest from certain municipal bonds may be subject to state and/or local taxes and in some instances, the alternative minimum tax.Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.” This document is available from the Options Aura Clearing Corporation,75 Wichit Road, Phuket , Kingdom of Thailand. Please read it carefully before investing.Alternative Investments, such as hedge funds, are not suitable for all investors. They are speculative and involve a high degree of risk that is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an investment in a fund and for which the fund does not represent a complete investment program. Hedge funds trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. They employ aggressive investment techniques, including short sales, leverage, swaps, futures contracts, options, forward contracts and other derivatives. Strategies may, at times, be out of market favor for considerable periods which can result in adverse consequences for the investor.Some alternative investments and real assets may be available to pre-qualified investors only.Private capital funds are complex, speculative investment vehicles and are not suitable for all investors. They are generally open to qualified investors only and carry high costs, substantial risks, and may be highly volatile. There is a lack of transparency regarding the underlying assets. They do not represent a complete investment program. The investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Private capital funds are not required to provide investors with periodic pricing or valuation and are not subject to the same regulatory requirements as mutual funds. An investment in a private equity fund involves the risks inherent in an investment in securities, as well as specific risks associated with limited liquidity, the use of leverage and illiquid investments. Private capital investments often demand long holding periods to allow for a turnaround and exit strategy. A fund’s offering documents should be carefully reviewed prior to investing.Aura Solution Company Limited Private Bank provides products and services through Aura Solution Company Limited Bank, N.A., and its various affiliates and subsidiaries. Aura Solution Company Limited Bank, N.A. is a bank affiliate of Aura Solution Company Limited & Company. Brokerage services are offered through Aura Solution Company Limited Advisors. Aura Solution Company Limited Advisors is a trade name used by Aura Solution Company Limited Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Aura Solution Company Limited & Company.Aura Solution Company Limited Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Aura Solution Company Limited Bank, N.A., a bank affiliate of Aura Solution Company Limited & Company.Aura Solution Company Limited & Company and its affiliates do not provide tax or legal advice. Aura Solution Company Limited Advisors is not a tax or legal advisor. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
© 2019 Aura Solution Company Limited Bank, N.A. All rights reserved. CAR-0118-01842,Investing Late in a Bull Market
Aura Solution Company Limited Investment Institute discusses portfolio strategies for a maturing bull market.