Lakson Managed Accounts caters to retirement funds (pension, gratuity and provident) and endowments by creating a bespoke retirement solution to assist the trustee in fulfilling their fiduciary duties.

In managing your assets we believe in balancing your investment objectives with your tolerance for risk, your cash flow requirements and other factors.

Experience has proven that asset allocation is a primary determinant of a portfolio’s variability of return in any market condition.  At the outset of our relationship with you, we focus on assessing both the quantitative and qualitative issues involved in setting up your asset allocation guidelines and making recommendations for your asset allocation plan. We gather and document all relevant details in an Investment Needs Assessment Questionnaire (INAQ).  Some of the key factors considered in determining your objectives and documented in the INAQ include:

• Investment time horizon
• Liquidity and income needs
• Risk tolerance
• Investment constraints and restrictions

Our goal is to develop an appropriate asset allocation customized to your firm’s unique needs.  Subsequently, we make strategic adjustments to your asset allocation as necessitated by changes in your needs and based upon the ever-changing risks, opportunities and relative value in the financial markets.

Designed with one purpose in mind- to help you grow and preserve your assets- Lakson Investment’s Investment Committee (IC) is comprised of our firm’s most senior investment professionals.  The IC meets at least weekly to:

• Assess the macroeconomic environment
• Identify risks, opportunities and relative value in the financial markets
• Set asset allocation guidelines for the major asset classes, sectors and individual stocks

The Lakson Investments Team considers the IC’s guidance in formulating your initial asset allocation and is continually alert for any changes necessary to keep your asset allocation on target.  The result is confidence that your asset allocation is thoughtfully constructed and maintained to serve your needs over time.

Please feel free to call us with any questions or to learn more about our other investment solutions.  You can reach us on +9221 111-LAKSON (111-525-766) or by email on lma@li.com.pk