Portfolio Management Service

MAMCo offers portfolio management services to both institutional and retail clients.  The institutional clients offering includes post employment benefit funds such as pension funds and gratuity funds.  These funds are managed on either a non-discretionary or discretionary basis. Non-discretionary funds are managed based on agreed specific variables with the client such as asset class, investment tenure and rate of return with the client merely leveraging on the superior bargaining power of Madison Asset Management Company.

Non discretionary funds are managed on the basis of broad guidelines agreed with the client with the day to day aspects of investment management devolved to the fund manager.  On the other hand, discretionary funds are managed based on broad guidelines agreed with in client mandates whose tactical and operational implementation is devolved to the asset manager.  Discretionary mandates would usually have performance benchmarks of return and risk which are reviewed periodically.

We pride ourselves in providing tailor made investment solutions through the structuring of portfolios that are unique to the investment objectives of each client.  Our active portfolio management approach which is backed by in-house research competencies augmented by our expert staff ensures that we create real long term value for our clients by consistently delivering superior returns on investment within acceptable risk parameters.

Other Links

Links
 

Other Offices

  • Copperbelt Office

Head Office

Madison Asset Management Co. Ltd
Unit trusts and Stock broking Services
1st Floor Daresalaam House
P.O Box 37013, Lusaka
Tel:+ 260 211 223023
Fax: +260 211 233936