VIPC Capital Management Corp, offers 3 services, VIPC Advisory Services, Managed Discretionary Account ( MDA) and the Portfolio Management Service 9 PMS) ; three of which are designed to help you invest your money in a professionally managed portfolio using asset allocation principles.
VIPC Portfolio Management Service offers individualized account management provided by VIPC capital management corp., a licensed Fund/ Portfolio Management firm with SSC Vietnam.
VIPC Capital Management Corp. is a qualified investment entity offering capital management to eligible local individuals & global security funds that participate in Vietnam Stocks market. The VIPC Portfolio Management Service seeks to provide various investment strategies to enhance after-tax return.
VIPC has 5 qualified investment managers to manage client assets in the Service on the basis of their expertise in managing fund portfolios. Based on a review of individual financial situation, investment objectives, risk tolerance, planned investment time horizon, and other information in completed Investor Profile Questionnaire (IPQ), Investment manager will recommend a long-term target portfolio strategy.
PMS & DMA service, will manage your portfolio account on a discretionary basis (except during the initial funding stage with respect to those assets you direct to be liquidated) based on market conditions and reviews of IPQ updated information.
+ PMS
Many factors affect the performance of an investment: economic cycles, business atmosphere, inflation, interest rates outlook, investors’ sentiment & international event., while changes in some of these factors may be harmful to one asset class but well supported another, say negative outlook of economic growth will hurt stock prices, but is a positive factor to cash incomes, because cash is king in this situation.
VIPC 1-6 (Portfolio Management Services) are designed for different risk appetites of investors who are seeking a suitable investment strategy to meet their future financial goal. While we believe this 6 original risk structure will determine the needs of many investors and can be completed portfolios on their own, we want investors to have the ability to customize the risk and potential reward of their private structured portfolios. So just select a portfolio that is right for you.
+ Investment Process
When we identify a specific sector to target for investment, deeply research the space and identify actionable investment opportunities. Combines “top down-sectors” (evaluating and selecting sectors based on carefully considered investment theses) and “bottom up-individual stock” assigning a team of investment professionals to get to know, at a Granular Level.
Granular Level is a method of systematically investing in securities that rank highly in our scoring system. We hold them as long as they continue to outperform their peers, and then sell them when they fall in our ranks. We then reinvest the proceeds in the new strong performers. Unlike market timers, we do not attempt to predict the movements of the market to move back and forth from stocks to cash. Granular Level is also unlike a typical buy-and-hold approach. Instead, Granular Level moves us flexibly among those areas of the market showing the best relative performance. Allows us to invest in what we believe are the best performing securities available-whatever the current market conditions.
It is a targeted, proactive, repeatable process that we apply to more than 5 sectors of stocks and that is core value of our investment approach. This targeted process sometimes can take many years to identify the new stocks, but we believe that it enables us to produce high quality, proprietary investment opportunities in sectors where we face limited competition. As a result of this process, more than two-thirds of the Discretionary Managed Account (DMA) and Portfolio Management Service (PMS) made by the VIPC since our establishment in 2009 have been internally generated.
+ Investment Term
+ Investment Procedure
Client’s asset is deposited in client’s Securities Trading Account at Securities Company:
Client’s asset is deposited in The Custodian Account at the custodian bank:
Document Requirements
For Individual Client
For Institutional Client
Note: (*) The documents are required to consularize by Competent Authorities of its local country and consularized by Competent Authorities of Vietnam. VIPC will have detailed and appropriate instruction of kinds of required documents for each case.
