Portfolio Management Service (PMS)

Portfolio Design - Portfolio Tracking - Portfolio Optimisation

Invest with Confidence

What is the (PMS) Portfolio Management Service?

The PMS service is only offered to direct clients of STAR Financial Management located within Japan. To visit the STAR Financial Management website, go to www.starfml.com

The PMS service is for investors who are looking for professional ongoing advice and support managing their new or existing investments, combined with the security of an internationally recognized account structure.

You can benefit from the experience and knowledge of the portfolio management team for new investments, or you can transfer your existing investments into the PMS service if you are not satisfied with the current performance of your funds.

The minimum amount for the PMS service is USD $150,000 which can be in the form of existing investments or cash for new investments or even a combination of the two.

Benefits of using the PMS service

For a detailed breakdown of the above benefits click here

Firstly, what is the alternative to not using the PMS service?

Offshore-library caters for those investors who prefer to purchase their funds based on their own decisions. Which is a perfectly suitable approach to investing, provided you have the two main elements required, which are “Time and Knowledge”. 
If you do not posses both the time and the knowledge to invest, we strongly urge you to consider the PMS service. What do we mean by time and knowledge? Firstly, before you choose the funds in which to invest, you need to have some idea of what type of fund you are looking for from the 38,000 or so funds that exist. Therefore you need to possess the knowledge to filter out all of the non-relevant funds according to your investment objectives.
Once you have chosen the funds in which to invest, you need to regularly monitor the funds to ensure they are performing as you'd expected. In order to judge the funds performance, you need to understand the market sector and benchmark performance for each of the funds, which involves research and keeping abreast of the financial and economical news. This all takes time to perform and is a never-ending pursuit whilst you are investing. Therefore, provided you have both the time and the required knowledge to invest independently, there is no need to utilise the PMS service.

Who is the PMS service designed for?

The PMS service however, is designed for the investor, who realizes the need to invest, but may not posses either the time or the knowledge to actively managed their investments.  The portfolio management team works closely with the investor to initially create their ideal portfolio. Once the portfolio is created, the investor will benefit from the unique portfolio tracking service in addition to the detailed reports they will receive.
The PMS team will review the price chart of each individual fund, and the economic data relevant to the funds sector or market for each fund the investor holds, and apply the in-house technical analysis methods using proprietary indicators to asses the performance and the strength of the fund, paying particular attention to the funds relevant benchmark, and compare this to the individual fund managers forecast. The PMS team will then state their opinion of the fund and will issue one of 3 recommendations; Hold, Sell or Alert.
The investor is provided with access to the necessary information, enabling them to assess our recommendations before any action is taken. This is an ongoing service for the benefit of our PMS clients. 

Make sure you read the full details of the PMS benefits