Case Study 3

The client:

A major educational institution in Singapore 

Background Information
This institution holds significant cash on hand to invest in infrastructure upgrades and long-term projects. Due to Singapore's relatively higher inflation rate in the recent years and the negative real returns generated through bank deposits, the investment committee felt the need to consider riskier investments. Their main priroty was generating a positive real return and safety of capital. 

The Solution
 
A Singapore focused balanced portfolio with emphasis on high quality bonds and stable dividend paying equities.