• Shifting the Appetite of Nigerian Investors: From Savings to Mutual Funds

     

    A growing industry in need of risk management and performance data


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  • Navigating the Capital Market: The Investors Dilemma

     

    A report on Nigerian Investments



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  • Asset management

    We are a trusted fiduciary that is focused on delivering investment solutions for our diverse range of clients based on our broad and accurate insight of financial markets.

Shifting the Appetite of Nigerian Investors: From Savings to Mutual Funds

A growing industry in need of risk management and performance data

Mutual Funds are growing rapidly and are quickly becoming the default destination for Nigerians’ savings. Just as the Pension Funds began to take off a decade ago, now Mutual Funds are growing fast. The total value of Money Market funds rose 11% and Fixed Income funds rose by 59% in the first half of this year. Mutual Funds are set to become a large part of the savings industry. In a few years they may rival Nigeria’s Pension Funds in size.

In its new report ‘The Shifting the Appetite of the Nigerian Investor: From Savings to Mutual Funds’ the renowned Coronation Research explains the conditions behind this growth. The total Assets Under Management (AUM) of Nigeria’s Mutual Funds (also known as Collective Investments Schemes) rose by 305% in the period between 2015 and 2019, more than doubling in inflation-adjusted terms. As commercial banks progressively offered lower rates on Savings Accounts, more money switch to Mutual Funds. And the introduction of tech-based savings platforms introduced a new generation of young savers to Mutual Funds.

To get the full report, please click the link below.


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What we do

We build strategic partnerships with each one of our clients – including retail, ultra and high net-worth individuals, financial advisers and institutions – in order to fully understand their financial requirements, and to develop products and services that deliver optimal returns while effectively managing risk.
 
In sustaining the trust with our clients, our highly experienced asset management team upholds the principle of transparency in executing all its investment decisions. This process of corporate governance is ensured by the ongoing due diligence carried out by our dedicated Investment Management Committee.

Investment philosophy and approach

We are committed to value investing; as such, we strongly believe that asset prices will reflect their true value over time. Through diligent research and the application of qualitative skills based on experience and quantitative investment tools, we identify underlying assets and securities that will outperform over time when building investment solutions for our clients. Our research is carried out using a combination of top-down and bottom-up approaches, beginning with the evaluation of trends in global financial markets and assessing their implications on regional and domestic markets.

Our investment management approach involves five integrated steps: a comprehensive understanding of our clients, the assessment of economic and capital market expectations, the design and implementation of an agreed investment strategy, the continuous monitoring and rebalancing of our clients’ portfolios, and the transparent reporting of performance.
 
We believe investment risk should be properly analyzed and understood. Thus, our investment solutions entail the adoption of robust risk management practices that adequately and efficiently capture, measure and manage risk. 

 

Our services

We offer our clients the opportunity to create investment solutions based on a diversified portfolio by investing in global and domestic markets across multiple asset classes, including fixed income, money market, publicly and privately listed equities, real estate and commodities.