Zeus asset management
ZEUS ASSET MANAGEMENT INC.
Huy Tu Nguyen
22491465
1. Overview of Zeus Asset Management Inc.
Founded in 1968, Zeus Asset Management Inc. (ZAM) is an independent, money – management company offering services to both institutional and individual clients. ZAM follows a conservative, risk-averse, quality-oriented investment management to exploit the extra return from long term strategies. In fact, the company’s investment philosophy of risk-aversion can be guaranteed by the experienced staff, who have the average of 18 years of experience in the sector and have deal with recession and major market downturns, compared to the age of 26 on average and 5 years of experience in Fidelity Investments’ staff – the largest asset-management firm. The high quality professionals allow ZAM serving its clients and performing the company’s strategies effectively. Moreover, the clients and investment strategies of the firm also highly support its original direction since it allows ZAM to diversify its portfolios and seek the return in association with investor’s requirements. Different to some other asset- management firms, ZAM has both institutional and individual customers who have different financial goals therefore the firm has designed portfolios to meet the needs of clients.
In fact, Zeus Asset Management concentrates on risk–averse, high net worth individuals and companies with various return and risk profile. With individually managed account, the company apply the minimum requirement of $2 million, the portfolios then customized based on an investor’s investment objectives and risk-return profile alongside with other particular concerns, such as: tax, liquidity, legal restrictions, diversification, time horizon… Besides, ZAM has constructed a range of mutual funds, including equity fund, bond fund, balance fund and international fund, to meet the requirements of different clients. Why is estimation of risk-adjusted returns of particular interest to Zeus?
Since
Huy Tu Nguyen
22491465
1. Overview of Zeus Asset Management Inc.
Founded in 1968, Zeus Asset Management Inc. (ZAM) is an independent, money – management company offering services to both institutional and individual clients. ZAM follows a conservative, risk-averse, quality-oriented investment management to exploit the extra return from long term strategies. In fact, the company’s investment philosophy of risk-aversion can be guaranteed by the experienced staff, who have the average of 18 years of experience in the sector and have deal with recession and major market downturns, compared to the age of 26 on average and 5 years of experience in Fidelity Investments’ staff – the largest asset-management firm. The high quality professionals allow ZAM serving its clients and performing the company’s strategies effectively. Moreover, the clients and investment strategies of the firm also highly support its original direction since it allows ZAM to diversify its portfolios and seek the return in association with investor’s requirements. Different to some other asset- management firms, ZAM has both institutional and individual customers who have different financial goals therefore the firm has designed portfolios to meet the needs of clients.
In fact, Zeus Asset Management concentrates on risk–averse, high net worth individuals and companies with various return and risk profile. With individually managed account, the company apply the minimum requirement of $2 million, the portfolios then customized based on an investor’s investment objectives and risk-return profile alongside with other particular concerns, such as: tax, liquidity, legal restrictions, diversification, time horizon… Besides, ZAM has constructed a range of mutual funds, including equity fund, bond fund, balance fund and international fund, to meet the requirements of different clients. Why is estimation of risk-adjusted returns of particular interest to Zeus?
Since