We pride ourselves as providers of insight and ideas.
NI is highly focused on providing analysis and advice on asset allocation
strategy that is geared to clients' investment objectives and profiles.
As part of the investment strategy implementation
process, we provide specific investment product (Cash, Stocks, Fixed
Income, Unit Trusts, ETFs, Direct
Investments) analysis. Although ours is primarily an advisory
service whereby clients have the free choice of what goes into their
investment portfolio, we also provide model
portfolios catering to different risk profiles. These model
portfolios form the backbone of any client discretionary mandate.
Within the framework of systematic portfolio advice
and management that is embedded in our model portfolios, we offer
clients a further choice of indexed and/or absolute return targets.
Clients have the choice of:
1. portfolios benchmarked
against specific performance indices e.g. a global stock index, which
is the traditional approach, or
2. portfolios managed on an absolute return basis,
such as our “Fulcrum” portfolios or
3. a combination of both.
Regardless of whether the mandate is discretionary
or strictly advisory, NI reviews client portfolios periodically,
ensuring that the investment portfolio performance is aligned with
the objectives of the client mandate. At NI, we give clients the
choice of how we should be compensated with our unique NI
Wrap Account
As at 31st March 2008, our clients have entrusted more than S$50 million of investment assets under our advice.