• 01-271 5500-6

  • info@firstguaranteepension.com

  • 65 Kudirat Abiola Way, Oregun, Ikeja, Lagos

Investment Strategy and Process

The investment philosophy and processes sets out the policies and procedures pertinent to the investment management function of the First Guarantee Pension Limited as guided by the Pension Reform Act 2014 and is designed to enhance the quality and professionalism of the day-to-day activities performed by the investment department with strict adherence to prudence.

Investment Philosophy

At First Guarantee Pension Limited, we believe that fundamental research and a strong emphasis on risk management is crucial for a successful investment philosophy.

Objectives:

  • To protect capital
  • To grow assets at a rate that will exceed inflation over the long-term

We strive to create a well diversified, actively managed portfolio that will provide capital growth over the long term while focusing on short-term capital preservation and income. Our decisions are based on fundamental research. We invest in quality securities, trading at attractive valuations with an important focus on risk management.

Process

The asset classes that are covered in First Guarantee Pension Limited’s investment philosophy and processes and that we can invest in are:

  • Bonds
  • Money market and
  • Real estate investments
  • Equities

Research

First Guarantee Pension Limited makes use of research from the following institutions and providers, but are not limited to, in its investment decision making process:

  • In-house
  • Nigerian Brokers
  • Rating Agencies
  • Global Brokers
      • • JP Morgan
      • • Merrill Lynch
      • • HSBC
      • • Goldman Sachs
  • Global Research Houses
      • • BCA
      • • Lombard
  • Newspapers, magazines and other specialist publications
  • Government
      • • Central Bank of Nigeria
      • • Debt Management Office
      • • Federal Office of Statistics
  • Data Providers
      • • I-Net Bridge
      • • Broadstreet Lagos